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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| IL | 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 | Westmont | IL | 03/2014 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Westmont | IL | 04/2014 | 07/2021 |
| Eric Degnan | Oak Brook | IL | 01/2016 | 07/2021 |
| Lpl Financial Llc | Westmont | IL | 07/2021 | Present |
1- 01/2018 / DBA for LPL Business (entity for LPL business) / Etiquette Financial Partners / 120 HR MNTH / Investment Related / Westmont, FL 60559 2- 10/29/2024 - Tax Prep/Accounting/CPA - Investment Related - Aurora, IL - Start Date 01/01/2025 - 4 Hours Per Month/ 2 HOurs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-03 |
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