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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Liberty | MO | 02/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies Inc | Liberty | MO | 03/2013 | 07/2021 |
| Whd Properties | Liberty | MO | 05/2004 | 02/2019 |
| H2 Tax Service Llc | Leawood | KS | 02/2017 | 04/2019 |
| Liberty Citizens Sales Tax Oversight Committee | Liberty | MO | 10/2016 | 07/2021 |
| Hill & Mitchell Group Llc | Lenexa | KS | 01/2019 | 07/2021 |
| Lpl Financial Llc | Liberty | MO | 07/2021 | Present |
1-7/2021 / DBA for LPL Business (entity for LPL business) / Hill & Mitchell Group LLC / Investment Related / Lenexa, KS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-13 |
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