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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-07-21 |
| AK | RA | APPROVED | 2021-07-21 |
| AR | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| TN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
3725 Hwy 196 S Suite D, Collierville, TN 38017 • 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 | Collierville | TN | 08/2013 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Cordova | TN | 10/2014 | 07/2021 |
| Lpl Financial Llc | Collierville | TN | 07/2021 | Present |
1-7/21/2021-CRUMP/Non-Variable Insurance/Investment Related/0%/3725 hwy 196 s collierville the 38017 2-1/1/2017-Pacific Life/Non-Variable Insurance/Investment Related/0%/3725 hwy 196 s collierville the 38017 3) 02/25/2025 - BOUTON WEALTH MANAGMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:01/01/2025 - 240 Hrs/Mth - 180 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-09 |
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