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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-05 |
| OR | RA | APPROVED | 2024-02-29 |
Branch Locations
2137 A Nw Hwy 101, Lincoln City, OR 97367 • United States
605 Nw 3Rd St, Prineville, OR 97754 • United States
334 Ne Irving Ave,, Suite 102, Bend, OR 97701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 10/2019 |
| Angling Unlimited | Sitka | AK | 07/2018 | 09/2018 |
| Citizens National Bank | Park Rapids | MN | 05/2018 | 07/2018 |
| University Of North Dakota | Grand Forks | ND | 09/2017 | 05/2018 |
| Citizens National Bank | Park Rapids | MN | 05/2017 | 08/2017 |
| University Of North Dakota | Grand Forks | ND | 08/2016 | 05/2017 |
| Cetera Investment Advisers Llc | Tacoma | WA | 12/2020 | 02/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2020 | 02/2021 |
| Columbia Bank | Tacoma | WA | 12/2020 | 02/2021 |
| Columbia Bank | Redmond | OR | 10/2019 | 02/2021 |
| Columbia Bank | Lincoln City | OR | 02/2021 | 03/2023 |
| Columbia Bank | Tacoma | WA | 07/2021 | 03/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2021 | 10/2023 |
| Cetera Investment Advisors Llc | Tacoma | WA | 07/2021 | 10/2023 |
| Umpqua Bank | Bend | OR | 03/2023 | Present |
| Columbia Wealth Advisors | Bend | OR | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Bend | OR | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Bend | OR | 10/2023 | Present |
| Lpl Financial Llc | Prineville | OR | 02/2024 | Present |
1- 02/2024 / Ocean's Edge / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). 2 - Umpqua Bank, 805 NW Bond St, Bend, OR, Bank or Credit Union Associate, 03/01/2023, Investment Related: Yes, Associate/Employee, HPM: 81+, HPM trd hrs: 81+, Duties: Wealth Advisor 3- Columbia Wealth Advisors, 805 NW Bond St, Bend, OR, Support Company - Non Owner, 03/01/2023, Investment Related: No, Associate/Employee, HPM: 81+, HPPM trd hrs: 81+ Duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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