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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-29 |
Branch Locations
650 Sw Bond Street, Suite 250, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Quadrant, Llc | Bend | OR | 08/2011 | 10/2024 |
| Lpl Financial Llc | Bend | OR | 08/2011 | Present |
1. 07/02/2012: NORTHWEST QUADRANT WEALTH MANAGEMENT / OTHER-LIFE/DISABILITY/LTC INSURANCE / TIME SPENT 1%. 2. 8/30/2013: DBA for LPL Business (entity for LPL business) - NORTHWEST QUADRANT WEALTH MANAGEMENT - JOHN DAY, OR. 3. 3/4/2020 - TNA Investment Holdings , LLC - Not Investment Related - Home Based - Other-Construction/development/leasing Company - Started 07/01/2014 - 2 Hours Per Month/0 Hours During Securities Trading - Excavation construction company, lease equipment to company and property development. 4. 06/01/2022 - ABF Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/01/2022 - 10 Hours Per Month/ 10 Hours During Securities Trading 5. 09/09/2022 - Reinhart5.org - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 08/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 05/26/2026 - TNA Books, LLC - Business Owner - Not Investment Related - Bend, OR - Start Date 05/15/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-01 |
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