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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-22 |
Branch Locations
Forest Grove, OR • United States
9620 Ne Tanasbourne Dr Ste 300, Hillsboro, OR 97124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 09/2025 |
| Guardian Investigations Llc | Vancouver | WA | 03/2015 | 12/2022 |
| Lpl Financial | Forest Grove | OR | 09/2025 | Present |
1) 10/17/2025 - LPL Financial ; ANDERSEN WEALTH MANAGEMENT HOLDING - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:09/19/2025 - 0 Hrs/Mth/ During Trading. 2) 06/16/2026 - Pleasant Ridge Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 08/03/2026 - 160 Hrs/Mth/ During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-08 |
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