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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
6060 Poplar Ave Ste 450, Memphis, TN 38119 • United States
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Memphis | TN | 06/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Memphis | TN | 06/2010 | 07/2021 |
| Stevens Melton Trust | Memphis | TN | 01/1992 | 07/2021 |
| Melton Company | Memphis | TN | 06/1986 | 07/2021 |
| 6060 Group Llc | Memphis | TN | 02/2020 | 07/2021 |
| Lpl Financial Llc | Memphis | TN | 07/2021 | Present |
1) 08/05/2021 - St. Marks United Methodist Church - Other- Memphis, TN - Started 2000 - 4 Hours Per Month 2) 08/05/2021 - Stevens Melon, MD Life Insurance Trust - Act in a Fiduciary Capacity - Trustee - Investment Related - Dyersburg, TN - Started 1992 3) 08/05/2021 - 6060 GROUP LLC - Business Entity For Tax/Investment Purposes Only - Not INVESTMENT RELATED - At Reported Business Location(s) - Start Date 2/2020 - 2 Hours Per Month 4) 01/29/2024 - Real Estate Rental - Owner - Investment Related - Memphis, TN - Start Date 06/03/1987 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-06 |
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