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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-24 |
| AZ | RA | APPROVED | 2025-02-13 |
| OR | RA | APPROVED | 2021-08-02 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
334 Ne Irving Ave Suite 102, Bend, OR 97701 • United States
Carefree, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Bend | OR | 10/2001 | 07/2021 |
| Various Insurance Carriers | Bend | OR | 12/2001 | 07/2021 |
| Connect W | Bend | OR | 07/2016 | 07/2021 |
| Lpl Financial Llc | Bend | OR | 07/2021 | Present |
12/2001-PRESENT; VARIOUS INSURANCE CARRIERS; BEND, OR; INSURANCE SALES; INSURANCE AGENT; INVESTMENT RELATED. 07/2016- PRESENT; CONNECT W; BEND, OR; INVESTMENT RELATED: N; NON PROFIT; BOARD MEMBER- TREASURER; 6 HRS/MO; 0 SECHRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-06 |
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