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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-05-11 |
| TX | RA | APPROVED | 2020-05-11 |
Branch Locations
5100 S Macadam Ave Ste 230, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 01/2002 | 04/2020 |
| Lpl Financial | Portland | OR | 05/2020 | Present |
1) 1/1/2019 - DBA for LPL Business (entity for LPL business) - MEYER WEALTH MANAGEMENT LLC - 100% - INVESTMENT RELATED - PORTLAND, OR 2) 07/07/2023 - Meyer Wealth Management NW, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/29/2023 - 160 Hours Per Month/ 6 Hours During Trading 3) 07/07/2023 - No Business Name - Investment Related - Sunriver, OR - Real Estate Rental - Start Date 07/18/2023 - 4 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-17 |
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