Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-07-20
  • IL RA
    APPROVED
    Since 2022-07-20

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

4225 Naperville Ste 225, Lisle, IL 60532 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2009 → 03/2017
    Mary Kay
    Sugar Grove, IL
  • 06/2010 → 11/2016
    Waddell & Reed
    Lisle, IL
  • 11/2016 → 03/2017
    Waddell & Reed, Inc.
    Lisle, IL
  • 12/2016 → 03/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Sugar Grove, IL
  • 11/2016 → 04/2021
    Waddell & Reed- Mark Albian
    Lisle, IL
  • 04/2021 → 07/2022
    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
  • 07/2022 → Present
    Lpl Financial
    Lisle, IL
Other Businesses

04-2021-PRESENT; VARIOUS INSURANCE CARRIES FOR W&R INSURANCE AGENCIES; SUGAR GROVE, IL; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-19
  • S66 Uniform Combined State Law Examination
    2022-07-19
Other Names
  • Amber Nichole Atkinson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Mill, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor