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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 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| KS | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| ND | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
130 W Superior St, Ste 750, Duluth, MN 55802 • United States
11 East Superior Street; Suite 549, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tbi Resident And Community Services | Duluth | MN | 10/2013 | 06/2017 |
| Waddell & Reed Inc | Duluth | MN | 07/2016 | 07/2021 |
| George Lane Iii | Duluth | MN | 07/2016 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Superior | WI | 10/2017 | 07/2021 |
| Lpl Financial Llc | Duluth | MN | 07/2021 | Present |
10/2013-PRESENT, TBI RESIDENT AND COMMUNITY SERVICES, DULUTH, MN, NOT INVESTMENT RELATED, BEHAVIOR SPECIALIST, ADULT CARE FOR MENTALLY ILL OR WHO HAVE TRAUMATIC BRAIN INJURIES, 32 HOURS PER MONTH, 0 HOURS MONTHLY DURING SECURITIES TRADING. 10/2017-PRESENT, VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES, SUPERIOR, WI, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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