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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED_RES | 2026-07-01 |
Branch Locations
4550 Kruse Way Plz. Suite 110, Lake Oswego, OR 97035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fedex | Eugene | OR | 11/2025 | Present |
| Ag And Iron Solutions, Llc | Junction City | OR | 08/2020 | Present |
| N&S Tractor | Harrisburg | OR | 06/2020 | 08/2024 |
| James Vanleeuwen Farms | Halsey | OR | 05/2019 | 05/2020 |
| Peterson Machinery | Hillsboro | OR | 02/2014 | 05/2019 |
| Lpl Enterprise Llc | Lake Oswego | OR | 01/2026 | Present |
1. 12/02/2025 - Ag and Iron Solutions, LLC - Business Owner - At reported location - NOT INV REL - Start Date 10/03/2024 - 40hrs/mth | 30hrs during trading 2. 12/02/2025 - Global Wealth Insurance Agency - Non-Variable Insurance - At reported location - INV REL - Start Date 10/01/2025 - 10hrs/mth | 5hrs during trading 3. 12/02/2025 - JUSTIN ABELL, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - At reported location - INV REL - Start Date 11/05/2025 - 160hrs/mth | 160hrs during trading 4. 12/02/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - At reported location - INV REL - Start Date 11/05/2025 - 160hrs/mth | 160hrs during trading 5. 12/02/2025 - FedEx - Outside/W-2 Employment - At reported location - NOT INV REL - Start Date 11/05/2025 - 80hrs/mth | 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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