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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bellingham | WA | 05/1986 | 07/2021 |
| Various Insurance Carriers | Everson | WA | 08/1986 | 07/2021 |
| Whitener Inc | Everson | WA | 04/2013 | 07/2021 |
| Whitener Properties | Everson | WA | 11/2008 | 07/2021 |
| Lpl Financial Llc | Lynden | WA | 07/2021 | Present |
1. 04/01/2013 - WHITENER INC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ EVERSON, WA 2. 11/01/2008 - WHITENER PROPERTIES LLC BUSINESS ENTITY/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ EVERSON, WA 3. 11/03/2023 - Northcreek Trapline LLC - Inv Related - Everson, WA - Real Estate Rental - Start Date: 2/14/2023 - 8 Hrs/Mo; 0 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-08 |
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