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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
N19W24075 Riverwood Dr Ste 340, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Waukesha | WI | 04/2016 | 05/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Pewaukee | WI | 04/2016 | 05/2017 |
| Waddell & Reed | Waukesha | WI | 11/2018 | 07/2021 |
| Eric Corbeg | Waukesha | WI | 11/2018 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Pewaukee | WI | 11/2018 | 07/2021 |
| Melissa Corbeg Notary Public | Waukesha | WI | 02/2008 | 07/2021 |
| Slk Associates, Llc | Waukesha | WI | 08/2017 | 07/2021 |
| Phs Boosterclub | Pewaukee | WI | 10/2020 | 03/2021 |
| Girl Scout Troop 10771 | Waukesha | WI | 08/2017 | 07/2021 |
| Volunteer Service Club Of Pewaukee | Pewaukee | WI | 04/2021 | 07/2021 |
| Emc Financial, Llc | Waukesha | WI | 01/2021 | 07/2021 |
| Self Employed | Waukesha | WI | 03/2016 | 11/2018 |
| Lpl Financial Llc | Waukesha | WI | 07/2021 | Present |
1- 01/2008 / MELISSA CORBEG NOTARY PUBLIC / Other / Investment Related / Waukesha, Wi 53188 2- 11/2018 / DBA for LPL Business (entity for LPL business) / KISER & CORBEG / Investment Related / Waukesha, Wi 53188 3- 07/2021 / DBA for LPL Business (entity for LPL business) / Anchor Wealth Partners / Investment Related / Waukesha, Wi 53188 4- 01/2021 / EMC FINANCIAL LLC / Business Entity For Tax/Investment Purposes Only / 1 HR MNTH / Non Investment Related / Waukesha, Wi 53188 5- 08/2017 / SLK ASSOCIATES LLC / Business Entity For Tax/Investment Purposes Only / 20 HR MNTH / Non Investment Related / Waukesha, Wi 53188
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-11 |
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