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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
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 | Blue Springs | MO | 03/1986 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Greenwood | MO | 05/1986 | 07/2021 |
| Eastland Community Foundation | Kansas City | MO | 05/2014 | 09/2019 |
| 4 Generations Wealth Management (Dba) | Independence | MO | 10/2017 | 07/2021 |
| Lpl Financial Llc | Blue Springs | MO | 07/2021 | Present |
1) 05/05/2025 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:01/01/2022 - 10 Hrs/Mth - 10 Hrs During Trading. 2) 05/05/2025 - 4 Generations Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) -Start Date:07/22/2022 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-16 |
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