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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-09-18 |
Branch Locations
749 Nw Arizona St. Suite 100, Bend, OR 97703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Employee Benefit Design, Inc. | Portland | OR | 08/1998 | Present |
| Kms Financial Services, Inc | Seattle | WA | 04/2002 | 09/2020 |
| Lpl Financial | Tigard | OR | 09/2020 | Present |
1) 09/18/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - PACIFIC NORTHWEST RETIREMENT - INVESTMENT RELATED - TIGARD, OR 97223 - Start Date 07/01/2007 2) 09/18/2020 - INSURANCE AGENCY - EMPLOYEE BENEFIT DESIGN INC - 50% - INVESTMENT RELATED - TIGARD, OR 97223 - Start Date 09/01/1998 3) 03/25/2024 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 09/01/1998 - 4 Hours Per Month/ 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-31 |
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