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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CT | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ME | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NH | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WV | RA | APPROVED | 2021-07-21 |
Branch Locations
288 S River Rd Bldg A Unit 2, Bedford, NH 03110-6815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bedford | NH | 01/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Amherst | NH | 01/2016 | 07/2021 |
| Wtpk, Llc | Bedford | NH | 10/2016 | 07/2021 |
| Lpl Financial Llc | Bedford | NH | 07/2021 | Present |
01/2016- Present, Various Insurance Carriers For W&R Insurance Agencies, Amherst, NH, Investment Related, Insurance Sales, Insurance Agent 10/2016-PRESENT, WTPK, LLC, BEDFORD, NH, LLC, MANAGER, 8 HOURS PER MONTH, 0 SECURITY TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-03 |
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