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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-31 |
| WA | RA | APPROVED | 2024-07-30 |
| OR | RA | APPROVED | 2024-07-29 |
Branch Locations
10260 Sw Greenburg Rd, Ste 400, Portland, OR 97223 • United States
132A Basin St Nw, Ephrata, WA 98823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 03/2013 | 01/2018 |
| Nic White Independent Insurance | Bellevue | WA | 02/2013 | 07/2024 |
| Heritage Financial Services | Bellevue | WA | 03/2013 | Present |
| Independent Financial Group | Astoria | OR | 01/2018 | 07/2024 |
| Lpl Financial Llc | Astoria | OR | 07/2024 | Present |
1) 07/11/2024 - Eagle Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/11/2024 - Farm - Owner - Livestock farming - Beef cattle, Sheep, Pigs, Chickens - OR 97103 - Non investment related - 5% Time spent - Start date: 01/01/2019. 3) 07/11/2024 - Heritage Wealth Management - Business Entity For Tax/Investment Purposes Only - WA 98823 - Non investment related - Start date: 03/01/2013.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-22 |
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