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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
7700 Ne Greenwood Dr, Ste 100, Vancouver, WA 98662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Vancouver | WA | 10/1996 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Camas | WA | 11/1996 | 07/2021 |
| Rental Home | Camas | WA | 02/2012 | 12/2017 |
| Maxem, Inc | Vancouver | WA | 04/2014 | Present |
| Ian Borgstedt | Vancouver | WA | 03/1999 | 07/2021 |
| Janelle R Bergstrom - Para-Planner | Camas | WA | 01/2010 | 07/2021 |
| Lpl Financial Llc | Vancouver | WA | 07/2021 | Present |
1- 11/30/2021 - Maxem, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Vancouver, WA - Started 2014 2- 05/22/2024 - Maxem Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/03/2024 - 200 hours per month/ 25 hours during trading 3- 04/28/2026 - Maxem, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/13/2014 - 6 hours per month/ 3 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1996-10-30 |
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