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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Corvallis | OR | 09/2019 | 09/2021 |
| Bank Of America, N.A. | Corvallis | OR | 09/2019 | 09/2021 |
| Embedded Solutions | Philomath | OR | 04/2018 | 05/2022 |
| Wells Fargo | Corvallis | OR | 08/2015 | 10/2019 |
| Jp Morgan Chase Bank, N.A. | Corvallis | OR | 10/2021 | 10/2022 |
| Jp Morgan Securities, Llc | Corvallis | OR | 10/2021 | 10/2022 |
| Lpl Financial Llc | Corvallis | OR | 06/2022 | Present |
1) 11/04/2022 - Northwest Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(S) - Start date: 07/11/2022. 2) 11/04/2022 - Notary Public - Investment related - St. Corvallis, OR 97330 - 1 hour per month - Start date: 08/22/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
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