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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-19 |
| OR | RA | APPROVED | 2021-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stumbo Construction | Winchester | OR | 12/1999 | 07/2021 |
| Benham Concrete, Inc | Coquille | OR | 11/2006 | 07/2021 |
| Waddell & Reed, Inc | Roseburg | OR | 12/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agancies | Winchester | OR | 04/2012 | 07/2021 |
| Benham Four Llc | Medford | OR | 01/2013 | 07/2021 |
| Benham Corp | Winchester | OR | 03/2013 | 07/2021 |
| Shell Rentals Llc | Winchester | OR | 01/2017 | 07/2021 |
| Benham Properties, Llc | Medford | OR | 05/2017 | 07/2021 |
| Benham Corp | Roseburg | OR | 09/2020 | 07/2021 |
| Lpl Financial Llc | Roseburg | OR | 07/2021 | Present |
1) 4/2012 - Non-Variable Insurance - Connie Benham - Investment Related - Roseburg, OR 97471 2) 7/2021 - DBA for LPL Business (entity for LPL business) - Benham Wealth Strategies - Investment Related - Roseburg, OR 97471 3) 3/2013 - Business Entity For Tax/Investment Purposes Only - Benham Corp - Not Investment Related - Winchester, OR 97495 4) 12/2016 - Real Estate Rental - Shell Rentals, LLC - Investment Related - 145 Shell Ln Winchester, OR 97495 5) 05/2017 / Benham Properties, LLC / Real Estate Rental / 183 Little Pheasant, Roseburg, OR 97470 / Investment Related / Roseburg, OR 97470 6) 10/25/2022 - Benham Concrete - Not Investment Related - Other - Other - Start Date 10/06/2021 - 0 Hours Per Month/0 Hours During Securities Trading 7) 1/24/2023 - Stumbo Construction - Investment Related - At Reported Business Location(s) - Family Business - Start Date - 11/01/2000 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-05 |
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