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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2014-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vision Wealth Management | Baker City | OR | 08/2012 | Present |
| Lpl Financial Llc | Baker City | OR | 03/2014 | Present |
1. 07/15/2016 - No Business Name - Non-Inv Related - At Reported business Location(s) - Started: 1/1/2009 - 1 Hr/Mo During Trading. 2. 03/08/2024 - Vision Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 8/3/2020 - 1 Hr/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-15 |
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