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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 |
| FL | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WV | 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 | Erie | PA | 05/2015 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Fairview | PA | 01/2016 | 07/2021 |
| Snc Family Limited Partnership | Erie | PA | 05/2012 | 07/2021 |
| Larry Kozik | Erie | PA | 04/2018 | 07/2021 |
| Lpl Financial Llc | Erie | PA | 07/2021 | Present |
1) 5/2012 - Business Entity For Tax/Investment Purposes Only - SNC Family Limited Partnership - Not Investment Related - Erie, PA 16506 2) 2/14/2023 - DBA for LPL Business (entity for LPL business) - Kozik & Clark Financial Group - Investment Related - At Reported Business Location(s) - FINANCIAL ADVISOR - Start Date - 11/18/2022 - 160 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-30 |
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