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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
1300 Summit Ave Ste 120, Fort Worth, TX 76102 • United States
1300 Summit Avenue, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roe Outfitters | Klamath Falls | OR | 01/2018 | 05/2018 |
| Oregon Army National Guard | Lebanon | OR | 10/2015 | 09/2019 |
| City Of Roseburg | Roseburg | OR | 10/2005 | 10/2016 |
| Waddell And Reed, Inc. | Roseburg | OR | 08/2018 | 11/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Roseburg | OR | 10/2018 | 11/2019 |
| Connie Benham | Roseburg | OR | 12/2018 | 11/2019 |
| Benham Corp | Roseburg | OR | 08/2019 | 11/2019 |
| Edward Jones | Saint Louis | MO | 11/2019 | 07/2026 |
| Lpl Financial | Fort Worth | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
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