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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-25 |
| WA | RA | APPROVED | 2022-10-25 |
Branch Locations
7700 Ne Greenwood Dr, Ste 100, Vancouver, WA 98662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Vancouver | WA | 12/2021 | Present |
| Waddell & Reed | Vancouver | WA | 01/2022 | 06/2022 |
| University Of Montana | Missoula | MT | 07/2017 | 05/2022 |
| Ameriprise | Missoula | MT | 04/2019 | 07/2021 |
| Skyview High School | Vancouver | WA | 08/2013 | 06/2017 |
1-12/2021 / WRI INVESTMENTS / DBA for LPL Business (entity for LPL business) / Investment Related / Vancouver, WA 2- 06/10/2024 - Maxem Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/3/2024 - 200 Hrs/Mo; 25 Hrs During Trading. 3- 10/21/2024 - Maxem, Inc. - Non-Variable Insurance - Walth Advisor - Investment Related - At Reported Business Location(s) - Start Date 10/18/2024 - 4 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
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