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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-02 |
| NY | RA | APPROVED | 2021-07-28 |
| FL | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
Branch Locations
36 British American Blvd Suite 104, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Latham | NY | 04/2000 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Troy | NY | 04/2000 | 07/2021 |
| Lpl Financial Llc | Latham | NY | 07/2021 | Present |
1) 06/18/2021 - Crump / Non-Variable Insurance / Investment Related / Start Date:2002 /0 HR / M / 2) 06/18/2021 - Wilson Naginey Group / DBA for LPL Business (entity for LPL business) / Investment Related / 36 British American Blvd. Ste 104 Latham, NY 12110 - Start Date: 9/6/2018 - 0 HR / MO. 3) 09/11/2025 - Anthony, Harwood, & Wilson Private Wealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/22/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-19 |
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