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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-09-14 |
Branch Locations
485 Alexander Loop Suite 130, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Eugene | OR | 12/2011 | 09/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Eugene | OR | 12/2011 | 09/2018 |
| Eugene First Church Of The Nazarene | Eugene | OR | 03/2014 | Present |
| Lpl Financial, Llc | Eugene | OR | 09/2018 | Present |
1. 3/25/2OI9 - WM Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2OI9 - 160 Hours Per Month/40 Hours During Securities Trading. 2. 11/12/2021 - Rob Martin Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/18/2021 - 200 Hours Per Month/160 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-16 |
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