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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2025 | 12/2025 |
| Eastern Oregon Rentals And Sales | Baker City Oregon | OR | 03/2022 | 04/2025 |
| Iron Horse Tools | Casper | WY | 04/2019 | 03/2022 |
| Oregon Dept Of Corrections | Baker City | OR | 10/2003 | 04/2019 |
| Lpl Financial | Baker City | OR | 03/2026 | Present |
| Unemployed | Baker City | OR | 01/2026 | 02/2026 |
1.03/31/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oregon trail investment services; Investment Related; at Reported Business Location(s); Start Date 03/09/2026; 128hrs/mth; 128hrs during trading 2.08/10/2026; AgentSync/TheWellesleyGroup; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 3hrs/mth; 3hrs during trading 3.08/10/2026; First Connect Insurance; Property and Casualty; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 3hrs/mth; 3hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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