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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | St. George | UT | 04/2015 | 04/2018 |
| Rogue Credit Union | Medford | OR | 04/2024 | Present |
| America First Credit Union | St. George | UT | 10/2022 | 04/2024 |
| Target Corporation | St. George | UT | 08/2022 | 09/2022 |
| Network One | Medford | OR | 04/2022 | 08/2022 |
| Dutch Bros Llc | St. George | UT | 03/2021 | 04/2022 |
| Costco Wholesale | St. George | UT | 09/2020 | 01/2021 |
| Chick-Fil-A | St. George | UT | 02/2021 | 03/2021 |
| Fabulous Freddy's | St. George | UT | 05/2019 | 08/2020 |
| 700 Degrees | St. George | UT | 04/2018 | 07/2018 |
| Orange Peel | St. George | UT | 09/2018 | 01/2019 |
| Hokulia Shave Ice | St. George | UT | 01/2019 | 05/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | 05/2026 |
| Lpl Financial | Medford | OR | 05/2026 | Present |
1. 05/2026 - Rogue Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 5/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
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