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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-04 |
| AZ | RA | APPROVED | 2017-11-29 |
| CA | RA | APPROVED | 2017-11-29 |
| CO | RA | APPROVED | 2017-11-29 |
| NV | RA | APPROVED | 2017-11-29 |
| OR | RA | APPROVED | 2017-11-29 |
| VA | RA | APPROVED | 2017-11-29 |
Branch Locations
2510 Nw Edenbower Blvd Ste 164, Roseburg, OR 97471 • United States
4714 Fm 1488 Road #121, Conroe, TX 77384 • 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 |
|---|---|---|---|---|
| Tom Bentley, Sole Proprietor | Roseburg | OR | 01/2002 | Present |
| National Planning Corporation | Roseburg | OR | 09/2010 | 11/2017 |
| Lpl Financial Llc | Roseburg | OR | 11/2017 | Present |
1. 11/29/2017 - Merz Agency - Investment Related - 4412 SW Bacbur Blvd Ste 240 Portland, OR 97239 - Non-Variable Insurance - Start Date 2002 - 2 Hours Per Month - Insurance Agent - LTC, DI, Fixed Annuities. 2. 11/29/2017 - Bentley Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 4/26/2016 - 0 Hours Per Month/0 Hours During Securities Trading - Owner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-20 |
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