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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-22 |
| GA | RA | APPROVED | 2021-07-21 |
| MI | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| PA | 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. | Woburn | MA | 02/1986 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lynnfield | MA | 04/1986 | 07/2021 |
| Ten Cedar Street Llc | Woburn | ME | 03/2020 | 07/2021 |
| Lpl Financial Llc | Woburn | MA | 07/2021 | Present |
1-7/21/2021-Boston Light Financial/DBA for LPL Business (entity for LPL business)/Investment Related/0/10 cedar Street Unit 11 Woburn Ma 01801 2-3/1/2020-Ten Cedar Street LLC/Real Estate Rental/Investment Related/0/10 cedar Street Unit 11 Woburn Ma 01801 3-4/1/1986-STEPHEN COLLINS/Non-Variable Insurance/Investment Related/0/120 Lowell Street Lynnfeld, MA 01940
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-13 |
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