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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | 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 | Indianapolis | IN | 05/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Indianapolis | IN | 09/2013 | 07/2021 |
| Rainmaker'S Young Professionals | Indianapolis | IN | 09/2014 | 07/2021 |
| Guerin Catholic High School | Noblesville | IN | 08/2015 | 07/2021 |
| Brownsburg High School | Brownsburg | IN | 08/2016 | 07/2021 |
| Paul Mcintosh Corp | Indianapolis | IN | 12/2015 | 07/2021 |
| Lpl Financial Llc | Fishers | IN | 07/2021 | Present |
09/2013-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, INDIANAPOLIS, IN, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT. 09/2014-PRESENT, RAINMAKER'S YOUNG PROFESSIONALS, INDIANAPOLIS, IN, NON-INVESTMENT RELATED, N/A, BOARD MEMBER, 8 HRS/MO, 0 HRS DURING SECURITY TRADING HOURS. 08/2015-PRESENT, GUERIN CATHOLIC HIGHSCHOOL, NOBLESVILLE, IN, INV-RELATED:N, COACHING, QUARTERBACKCOACH, 48HRS/ MONTH, 0 SEC TRADING HR. 08/2016-PRESENT, BROWNSBURG HIGH SCHOOL, BROWNSBURG, IN, NOT INVESTMENT RELATED, SCHOOL, VOLUNTEER, 24HRS/MO, 0HRS/MO DURING SECURITY TRADING HOURS. 12/2015- PRESENT, PAUL MCINTOSH CORP, INDIANAPOLIS, IN, INV-RELATED: N, S-CORP, OWNER, 4 HRS/ MONTH, 0 SEC TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-30 |
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