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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-09-20 |
| TX | RA | APPROVED | 2019-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Westwood | KS | 03/2016 | 09/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Kansas City | MO | 03/2016 | 09/2019 |
| Lpl Financial Llc | Westwood | KS | 09/2019 | Present |
1) 3/15/2015 - Real Estate Rental - A Campbell LLC - 4427 Genessee St, Kansas City, MO - Investment Related 2) 08/01/2011 - Non-Variable Insurance - Amanda Campbell - Investment Related - Westwood, KS 3) 1/1/2018 - DBA for LPL Business (entity for LPL business) - Modern Horizons Group - Investment Related - Westwood, KS. 4) 10/7/2019 - Modern Horizons Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/23/2019 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
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