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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
4210 Riverwalk Pkwy Ste 250, Riverside, CA 92505 • United States
Riverside, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Riverside | CA | 11/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Riverside | CA | 07/2014 | 07/2021 |
| Lpl Financial Llc | Riverside | CA | 07/2021 | Present |
1. 06/29/2021 - The Nick A Milazzo Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/2015. 2. 06/29/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 2014 - Writing/servicing business. 3.10/21/2025 - The Milazzo Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 12/13/2023 - 160hrs/mnth during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-08 |
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