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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| OR | RA | APPROVED | 2022-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison One Lender Services | Florence | SC | 08/2020 | 07/2021 |
| Central Oregon Community College | Bend | OR | 08/2014 | 06/2020 |
| Timberline Mountain Guides | Bend | OR | 11/2014 | 09/2019 |
| Lpl Financial | Bend | OR | 07/2021 | Present |
1. 06/06/2022 - Katahdin Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/19/2021 - 20 Hours Per Month/ 20 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
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