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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-02 |
Branch Locations
703 Broadway St Ste 100, Vancouver, WA 98660 • United States
950 Se 10Th Ave, Portland, OR 97214 • United States
808 Ne 98Th Circle, Vancouver, WA 98665 • United States
13100-A N.E. Hwy. 99, Vancouver, WA 98686 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 03/2019 | 08/2020 |
| West Coast Insurance Services Dba Biggs Insurance | Vancouver | WA | 02/2018 | 01/2019 |
| Dick Hannah Volkswagen | Vancouver | WA | 09/2015 | 02/2018 |
| Bank Of America, N.A. | Portland | OR | 04/2019 | 08/2020 |
| E*Trade Securities Llc | Portland | OR | 08/2020 | 03/2023 |
| E*Trade Capital Management Llc | Portland | OR | 08/2020 | 03/2023 |
| Morgan Stanley | Portland | OR | 03/2023 | 07/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2023 | 09/2024 |
| Unemployed | Camas | WA | 09/2024 | 11/2024 |
| Western Governors University | Vancouver | WA | 11/2024 | 05/2025 |
| Lpl Financial Llc | Vancouver | WA | 06/2025 | Present |
| Columbia Credit Union | Vancouver | WA | 06/2025 | Present |
1. Start Date : 6/2/2025 - Columbia Invest and Insure - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
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