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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-09-14 |
| TX | RA | APPROVED | 2018-09-14 |
Branch Locations
485 Alexander Loop Suite 130, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Eugene | OR | 08/2011 | 09/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Springfield | OR | 12/2011 | 09/2018 |
| Pitcher Investment Llc | Boise | ID | 07/2011 | 09/2018 |
| Willamette Christian School | Eugene | OR | 08/2017 | 10/2017 |
| Lpl Financial Llc | Eugene | OR | 09/2018 | Present |
1)09/13/2018 - Real Estate Rental - Pitcher Investments - 0% - INVESTMENT RELATED - 4644 South Whitmore, Boise, ID 83709 - 4600 South Whitmore, Boise ID 83709 2) 1/2/2019 - WM Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2019 - 0 Hours Per Month. 3). 06/25/2019 - WM Wealth Advisors - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:06/20/2019 - 40 hrs/mo - 40 hrs during trading. 4). 11/10/2021 - Gen 6th Investments LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2022 - 0 Hour Per Month/0 Hours During Securities Trading. 5) 12/19/2024- Kill Confirmed. LLC- Rep's Business- Not INV Related- Home based- Start date 11/26/2024- 8 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-07 |
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