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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-30 |
| OR | RA | APPROVED | 2008-01-18 |
Branch Locations
310 Nw 7Th Street, Corvallis, OR 97330 • United States
College Station, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Corvallis | OR | 01/2008 | Present |
| Financial Advocates Advisory Services | Corvallis | OR | 04/2010 | 08/2020 |
1. 12/12/2007 - INV REL - Real Estate Rental - My wife and I own T&K 310 NW 7th St - 0 Hrs/Mth - 0 Hrs During Trading - 1% TIME SPENT . 2. 12/12/2007 - Northwest Financial Group, LLC - INV REL - Non-Variable Insurance DBA - Northwest F.G. LLC sells and services fixed life and health Inc. collects commsions and pays bills - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 3. 12/12/2007 - Northwest Financial Group, LLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - collect commisions from fixed life, health bussiness = fixed life and health business -0 Hrs/Mth - 0 Hrs During Trading- 50% TIME SPENT. 4. 11/14/2013 - TNK Financial Services, LLC - FOR ACCOUNTING PURPOSES ONLY - THIS LLC IS BEING HELD FOR TAX PURPOSES ONLY AND NOT HELD OUT TO THE PUBLIC. -Business Entity For Tax/Investment Purposes Only - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - NO TIME SPENT 5. 12/06/2013 - T & K 310 NW 7TH ST INVESTMENTS LLC - INV. REL. - AT REPORTED BUSINESS LOCATION(S) - Real Estate Rental - OTHER-REAL ESTATE - OWNER OF OFFICE BUILDING - 1/6TH OWNER OF OUR PLACE OF BUSINESS, 310 NW 7TH STREET CORVALLIS OREGON. THE REMAINING OWNERS OF THE BUILDING ARE GEORGE HEILIG, KAREN MISFELDT, DAN ARMSTRONG (ATTORNEYS WHO OCCUPY THE LOWER FLOOR) KERRY DY - 0 Hrs/Mth - 0 Hrs During Trading - TIME SPENT 0 6) 08/14/2025 - Not Investment Related - Home Based - Other - Content Creation - Start Date:08/01/2025 - 120 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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