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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Lake Oswego | OR | 08/2020 | 01/2026 |
| Unemployed | Tualatin | OR | 03/2019 | 08/2020 |
| Pacific West Bank | West Linn | OR | 11/2008 | 03/2019 |
| Kestra Advisory Services, Llc | Lake Oswego | OR | 02/2024 | 01/2026 |
| Lpl Financial Llc | Lake Oswego | OR | 01/2026 | Present |
1)12/16/2025 - Robert Seibert - Non-Variable Insurance - Inv Rel - Lake Oswego, OR - Start: 05/2024 - 10 Hr/Mth 2)12/16/2025 - Doug Fir Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-19 |
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