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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
7401 W Grandridge Blvd Ste 202, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S&S Properties | Highlands Ranch | CO | 03/2007 | 09/2016 |
| Waddell & Reed Inc | Kennewick | WA | 03/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Richland | WA | 06/2012 | 07/2021 |
| March Of Dimes | Kennewick | WA | 06/2015 | 09/2016 |
| Burch & Smith, Lcc | Kennewick | WA | 01/2016 | 11/2020 |
| Women Helping Women | Richland | WA | 01/2016 | 11/2020 |
| Cameron Burch | Kennewick | WA | 01/2017 | 07/2021 |
| Recc Llc | Kennewick | WA | 01/2020 | 07/2021 |
| Lpl Financial Llc | Kennewick | WA | 07/2021 | Present |
1)09/22/2021 - RECC LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Kennewick, WA - Start: 2020 2)09/22/2021 - Pivot Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 2021 - 160 Hr/Mth 3) 11/04/2022 - You'd Be So Dumb LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 11/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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