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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 | 2021-07-21 |
Branch Locations
30141 Agoura Rd Ste 200, Agoura Hills, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Calabasas | CA | 01/2014 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Newbury Park | CA | 10/2014 | 07/2021 |
| Rotary Club Of Calabasas | Calabasas | CA | 08/2015 | 07/2021 |
| Valley Women'S Center | Canoga Park | CA | 08/2016 | 05/2017 |
| Bni Producers Chapter | Canoga Park | CA | 10/2016 | 04/2019 |
| Paul Gross | Sherman Oaks | CA | 10/2017 | 07/2021 |
| Prg & Associates, Llc | Calabasas | CA | 01/2021 | 07/2021 |
| Lpl Financial Llc | Calabasas | CA | 07/2021 | Present |
1) 07/2021 - Other / PRG & Associates, LLC / Not Investment Related / 2Hrs/Mo / Calabasas, CA 91302 2) 04/2021 - DBA for LPL Business (entity for LPL business) / Malibu Canyon Wealth Management / Investment Related / Calabasas, CA 91302 3) 07/25/2023 - PRG and Associates - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 08/01/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-24 |
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