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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2003-05-08 |
Branch Locations
731 W Central Ave, Sutherlin, OR 97479 • United States
350 Ne Garden Valley Blvd, Roseburg, OR 97470 • United States
212 S 5Th St, Coos Bay, OR 97420 • United States
1095 Oregon Ave Se, Bandon, OR 97411 • United States
150 S Wall Street, Coos Bay, OR 97420 • United States
555 Se Kane Street, Roseburg, OR 97470 • United States
25 Gateway Blvd, Cottage Grove, OR 97424 • United States
265 E Oregon Ave, Creswell, OR 97426 • United States
777 Hwy 101, Florence, OR 97439 • United States
420 W. Bute St. #2, Norfolk, VA 23510 • United States
35867 Hwy 58, Pleasant Hill, OR 97455 • United States
707 Main St, Springfield, OR 97477 • United States
1175 Valley River Dr., Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rosebur | OR | 03/1996 | Present |
1. 10/16/2015: Banner Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/02/2015 - 160 Hours Per Month/120 Hours During Securities Trading. 2. 8/8/2017 - Banner Investment Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/02/2015 - 10 Hours Per Month/6 Hours During Securities Trading - Health insurance. 3. 02/23/2024 - Banner Wealth & Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 160 Hours Per Month/ 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-01 |
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