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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-04 |
| CA | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED | 2025-08-29 |
Branch Locations
334 Ne Irving Ave,, Suite 102, Bend, OR 97701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 08/2025 |
| Unemployed | Placerville | CA | 09/2017 | 10/2017 |
| Modus Ediscovery | Washington | DC | 09/2015 | 08/2017 |
| Lpl Financial Llc | Placerville | CA | 08/2025 | Present |
1) 08/29/2025 - JHS J. Hunter Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/28/2025 - 160 hours per month/ 8 hours during trading 2) 03/26/2026 - Ocean's Edge - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-03 |
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