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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Tulsa | OK | 07/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Tulsa | OK | 07/2011 | 07/2021 |
| Horace Mann | Springfield | IL | 01/2007 | 07/2021 |
| Life Of Southwest | Addison | TX | 07/2006 | 07/2021 |
| Kyle Mccann | Tulsa | OK | 07/2018 | 07/2021 |
| Lpl Financial Llc | Tulsa | OK | 07/2021 | Present |
07/2011-PRESENT, VARIOUS INSURANCE CARRIERS FOR W&R INSURANCE AGENCIES, TULSA, OK, INV-RLTD, INSURANCE SALES, INSURANCE AGENT. 01/2007-PRESENT, HORACE MANN, SPRINGFIELD, IL, FIXED INSURANCE, AGENT, NOT INVESTMENT RELATED, 4 HOURS/MONTH, 1 HOUR/DAY DURING SECURITIES TRADING HOURS. 7/2006-PRESENT, LIFE OF SOUTHWEST, ADDISON, TX, INSURANCE, AGENT, INVESTMENT RELATED, 4 HOURS/MO, 0 HRS/DAY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-08 |
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