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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
1875 Highway 99 North Suite 9 & 11, Ashland,, OR 97520 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1875 Highway 99 N Ste 9 & 11, Ashland, OR 97520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 01/2026 |
| Lpl Financial Llc | Ashland | OR | 01/2026 | Present |
1. 01/2025 - Swan Investments - DBA for LPL Business (entity for LPL business) - Inv Related - 167 Hour(s)/Month - 80 Hour(s) During Trading - Oregon 97520,US - OBA Start Date: 1/12/2026 2. 01/2025 - Swan Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 167 Hour(s)/Month - 80 Hour(s) During Trading - Oregon 97520,US - OBA Start Date: 1/12/2026 3. . 01/2025 - Real Estate - Real Estate Rental - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Star ID 83669 - OBA Start Date: 10/21/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-11 |
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