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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-20 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
4225 Naperville Ste 225, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mary Kay | Sugar Grove | IL | 03/2009 | 03/2017 |
| Waddell & Reed | Lisle | IL | 06/2010 | 11/2016 |
| Waddell & Reed, Inc. | Lisle | IL | 11/2016 | 03/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Sugar Grove | IL | 12/2016 | 03/2017 |
| Waddell & Reed- Mark Albian | Lisle | IL | 11/2016 | 04/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Sugar Grove | IL | 04/2021 | 07/2022 |
| Waddell & Reed, Inc | Lisle | IL | 04/2021 | 07/2022 |
| Mark Albian | Lisle | IL | 04/2021 | 07/2022 |
| Lpl Financial | Lisle | IL | 07/2022 | Present |
04-2021-PRESENT; VARIOUS INSURANCE CARRIES FOR W&R INSURANCE AGENCIES; SUGAR GROVE, IL; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-19 |
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