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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-04 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
402 Middletown Blvd Ste 204, Langhorne, PA 19047 • United States
Brick, NJ • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Langhorne | PA | 12/1999 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Brick | NJ | 12/1999 | 07/2021 |
| Campton Rental Account/Ronald K Smith | Campton | NH | 09/2010 | 12/2020 |
| Rrr Llc | Campton | NH | 10/2020 | Present |
| Lpl Financial Llc | Langhorne | PA | 07/2021 | Present |
1) 09/29/2022 - RRR LLC - Real Estate Rental - Investment Related - Campton NH 03223,Thornton NH 03825 - Real Estate Rental - Owner - Start Date - 01/04/2022 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-24 |
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