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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-06 |
| MI | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed, Inc | Chesaning | MI | 09/2016 | 02/2017 |
| Waddell & Reed, Inc | Chesaning | MI | 02/2017 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Chesaning | MI | 08/2017 | 07/2021 |
| Gerald Morse | Chesaning | MI | 08/2017 | 07/2021 |
| Mmb Associates | Chesaning | MI | 11/2017 | 07/2021 |
| Martin Maier | Chesaning | MI | 11/2017 | 07/2021 |
| Gregory Bruff | Chesaning | MI | 11/2017 | 07/2021 |
| Lpl Financial Llc | Chesaning | MI | 07/2021 | Present |
1)7/21/2021- MMB Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Chesaning MI 2) 1/2018- Alecia Agnew- notary- inv. related- Chesaning MI - 1 hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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