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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Eugene | OR | 05/2025 | Present |
| Franz Bakery | Springfield | OR | 08/2016 | 09/2018 |
| Columbia Distributing | Springfield | OR | 09/2018 | 11/2020 |
| Deschutes Brewery | Bend | OR | 11/2020 | 06/2025 |
1)05/09/2025 - Andrew Harris - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 03/07/2025 - 160 Hr/Mnth 8 Hr during Trading 2) 07/09/2025 - Momentum - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 07/03/2025 - 160 Hr/Mnth 8 Hr during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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