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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
3150 C Street, Suite 235, Anchorage, AK 99503 • United States
191 E Swanson Ave, Ste 101, Wasilla, AK 99654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Anchorage | AK | 01/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Anchorage | AK | 04/2012 | 07/2021 |
| Trekner Industries Llc | Anchorage | AK | 01/2014 | 07/2021 |
| Anchorage South Rotary | Anchorage | AK | 06/2015 | 06/2020 |
| Anchorage South Rotary | Anchorage | AK | 07/2020 | 07/2021 |
| Lpl Financial Llc | Anchorage | AK | 07/2021 | Present |
1) 07/01/2021 - R+R Financial Partners / R+R Financial Partners / Investment Related / 80% / 3150 C Street ¿ Anchorage, AK 99503 2) 01/01/2014 - Trekner Industries LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 40HR / MO / 3150 C Street Suite 270 Anchorage,AK 99503 3) 06/01/2023 - CRUMP - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 1/1/2022 - 1 Hour Per Month/ 1 Hour During Securities Trading 4) 09/11/2023 - Drive to Thrive: Using Positive Momentum to Create Change in Your Life - Other - Author - Not Investment Related - Home Based - Start Date 09/30/2023 - 1 Hour Per Month/ During Trading 5) 09/04/2025- DBA for LPL Business (entity for LPL business)- Highline Advisors- 30 Hours Per Month- 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-30 |
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