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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-11-27 |
| TX | RA | APPROVED | 2018-11-26 |
| UT | RA | APPROVED | 2018-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Logan | UT | 04/2006 | 11/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Hyde Park | UT | 09/2006 | 11/2018 |
| Cub Scouts, Boy Scouts Of America | Missoula | MT | 09/2013 | 07/2017 |
| Lpl Financial, Llc | Logan | UT | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
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