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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Pullman | WA | 06/2015 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Pullman | WA | 10/2015 | 07/2021 |
| Community Action Center | Pullman | WA | 07/2010 | 07/2021 |
| Pullman Regional Hospital | Pullman | WA | 01/2016 | 07/2021 |
| William Skavdahl Notary | Pullman | WA | 12/1997 | 07/2021 |
| House Rental | Pullman | WA | 09/2016 | 06/2018 |
| Lpl Financial Llc | Pullman | WA | 07/2021 | Present |
1) 08/23/2021 - DBA for LPL Business (entity for LPL business) - Values & Vision Financial Advisors - Investment Related - Richland, WA -Start Date:10/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 08/23/2021 - PULLMAN REGIONAL HOSPITAL - Non-Profit Board Member - Investment Related - 840 SE BISHOP BLVD, STE 200, PULLMAN , WA, 99163 - Start Date:2017 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 08/23/2021 - COMMUNITY ACTION CENTER - Non-Profit Board Member - Investment Related -350 SE FAIRMONT RD, PULLMAN , WA, 99163 - Start Date:2010 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 08/23/2021 - WILLIAM SKAVDAHL -Notary - Investment Related -PULLMAN Washington - 0 Hrs/Mth - 0 Hrs During Trading. 5) 12/12/2024 - Niobrara Ranch Trust - Act in a Fiduciary Capacity - Not Investment Related - Home Based - Start Date 09/24/2024 - 1 hour per month/ 0 hours during trading. 6) 08/13/2025 - Values & Vision Cornerstone Wealth Strategies - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-12 |
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