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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-14 |
| FL | RA | APPROVED | 2025-05-14 |
| OR | RA | APPROVED | 2022-05-06 |
Branch Locations
3606 Enterprise Ave, Ste 230, Naples, FL 34104 • United States
1610 Sw Allen Creek Rd Ste 107, Grants Pass, OR 97527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2015 | 03/2022 |
| Lpl Financial Llc | Grants Pass | OR | 05/2022 | Present |
1)5/2022- Wagon Wheel Financial- DBA for LPL Business (entity for LPL business)- inv. related- Grands Pass OR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-28 |
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