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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-22 |
| OR | RA | APPROVED | 2023-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Property Management, Inc | Hermiston | OR | 06/2016 | 06/2021 |
| Legacy Financial | Hermiston | OR | 06/2021 | Present |
| Lpl Financial Llc | Woodburn | OR | 06/2021 | Present |
1) 1/2023 - Legacy Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 150 Hours per month / 100 Time spent percent / 70Hours during trading / Woodburn, OR 2) 1/2023- Notary / Not Investment Related / 0 Hours per month / 0 Time spent percent / 0Hours during trading / Woodburn, OR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-22 |
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