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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
909 Squalicum Way, Ste 110, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bellingham | WA | 03/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Ferndale | WA | 03/2010 | 07/2021 |
| Trail Life Usa | Orlando | FL | 03/2014 | 08/2017 |
| Epic Speech And Debate Club | Bellingham | WA | 07/2017 | Present |
| Christ Church Bellingham | Bellingham | WA | 02/2018 | Present |
| National Christian Forensics & Communication Association | Orland Park | IL | 12/2019 | Present |
| Happy Renter Llc | Ferndale | WA | 05/2020 | Present |
| Shawn B Morton, Inc. | Bellingham | WA | 10/2020 | Present |
| Lpl Financial, Llc | Bellingham | WA | 07/2021 | Present |
1. 8/12/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 1/2000 - 2 Hours Per Month. 2. 8/12/2021 - Happy Renters, LLC - Investment Related - 5744 Sterling Ave., Ferndale, WA, 98248 - Real Estate Rental - Started 5/2020 - 2 Hours Per Month. 3. 8/12/2021 - Shawn B Morton, Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/2020 - 2 Hours Per Month. 4. 8/12/2021 - Morton Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4/2021. 5. 11/18/2024 - Great Practices Sound Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/16/2024 - 30 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-31 |
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