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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | 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 | Hutchinson | KS | 02/2021 | 07/2021 |
| Howard J Kukula | Hutchinson | KS | 02/2021 | 07/2021 |
| Chad Martens | Hutchinson | KS | 02/2021 | 07/2021 |
| C.M. Martens Llc | Buhler | KS | 01/2014 | 10/2017 |
| Waddell & Reed Inc | Hutchinson | KS | 10/2017 | 02/2021 |
| Usd 376 Sterling | Sterling | KS | 08/2011 | 05/2018 |
| Sterling First United Methodist Church | Sterling | KS | 12/2020 | 07/2021 |
| Shawna Beltz, Notary Public | Hutchinson | KS | 06/2019 | 07/2021 |
| Lpl Financial Llc | Hutchinson | KS | 07/2021 | Present |
1) 06/2019 - Other- Notary Public / Shawna Beltz, Notary Public / Investment Related / 1Hr/Mo 0Hrs/Mo During Trading / Hutchinson, KS 67502 2) 08/30/2024 - WisdomPath Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-01 |
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