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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-07-24 |
Branch Locations
5200 Meadows Rd., Suite 200, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 02/2008 | 10/2020 |
| Columbia Benefit Consulting, Inc | Oregon City | OR | 10/2002 | 10/2020 |
| Vanderbilt Securities, Llc | Woodbury | NY | 10/2020 | 12/2022 |
| Vanderbilt Advisory Services | Woodbury | NY | 10/2020 | 12/2022 |
| The Leaders Group Inc | Littleton | CO | 12/2022 | 02/2023 |
| Columbia Benefit | Lake Oswego | OR | 08/1987 | Present |
| Lincoln Investment | Fort Washington | PA | 02/2023 | 06/2023 |
| Capital Analysts | Fort Washington | PA | 02/2023 | 06/2023 |
| Lpl Financial Llc | Gaston | OR | 07/2023 | Present |
1) 07/20/2023 - Columbia Benefit Consulting - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 2 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-01 |
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