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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-13 |
| WA | RA | APPROVED | 2009-03-17 |
Branch Locations
532 Ne 3Rd Ave, Ste 200 (Br-2), Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Camas | WA | 01/2008 | Present |
1. 10/20/2008 - TEMPLE FINANCIAL - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 5% - SELLING OF LIFE AND FIXED ANNUITY BUSINESS. 2. 7/20/2020 - Lacamas Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/24/2020. 3. 2/19/2021 - No Business Name - Investment Related - Camas, WA 98607 - Real Estate Rental - Started 02/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Purchased Duplex. 4. 12/2/2021 - Foster Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/29/2021 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-06 |
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