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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 |
| MO | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
40 Lake Bellevue Dr Ste 100, Bellevue, WA 98005 • United States
1 disclosure category 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 | Bellevue | WA | 09/2008 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Sammamish | WA | 11/2008 | 07/2021 |
| Afwa Bellevue Chapter | Bellevue | WA | 07/2017 | 10/2020 |
| Lpl Financial Llc | Bellevue | WA | 07/2021 | Present |
7/2021 - Non-Variable Insurance - Carole Hanson - Investment Related - Bellevue, WA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-04 |
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