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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| OR | RA | APPROVED | 2021-07-29 |
Branch Locations
8800 Se Sunnyside Rd, Ste 108N, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Damascus | OR | 12/2011 | 07/2021 |
| Waddell & Reed, Inc | Clackamas | OR | 12/2011 | 07/2021 |
| Moumt Scott Elementary Pto | Portland | OR | 09/2016 | 06/2018 |
| Paulsen & Belding Llc | Happy Valley | OR | 09/2018 | 07/2021 |
| Lpl Financial Llc | Clackamas | OR | 07/2021 | Present |
1) 12/2011 - SHANNON PAULSEN / Other / Investment Related / 0HR / MO / DAMASCUS Oregon 2) 8/2020 - PAULSEN & BELDING LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 0HR / MO / 9770 SE Castle Ct, Damascus, OR 97089 3) 09/2018 - Paulsen Belding Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR / MO / 8800 SE Sunnyside Rd, Ste 108N, Clackamas OR 97015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
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