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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Irmo | SC | 08/2010 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lexington | SC | 08/2010 | 07/2021 |
| The Columbia Star | Columbia | SC | 01/2011 | 08/2020 |
| Lexington Chamber Of Commerce | Lexington | SC | 02/2012 | 08/2020 |
| Accumulus Financial Group, Llc (Dba) | Columbia | SC | 09/2017 | 02/2020 |
| Deerfield Elementary Pto | Lexington | SC | 09/2014 | 07/2021 |
| Inkpointe Financial Group, Llc | Lexington | SC | 02/2020 | 07/2021 |
| Inkpointe Financial Group, Llc | Irmo | SC | 02/2020 | 07/2021 |
| Dew Divorce Solutions, Llc | Lexington | SC | 04/2021 | 07/2021 |
| Lpl Financial Llc | Irmo | SC | 07/2021 | Present |
1. 7/9/2021 - Inkpointe Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 3/15/2020 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent 40%. 2. 7/9/2021 - CRUMP, Associates of Clifton Park, Nationwide, Minnesota Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 7/22/2021 - 5 Hrs/Mth - 0 Hrs During Trading. 3. 12/20/2021 - Inkpointe Divorce Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:3/23/2021- 0 Hrs/Mth - 0 Hrs During Trading - Time Spent 40%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-28 |
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