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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-23 |
| WA | RA | APPROVED | 2020-04-02 |
| TX | RA | APPROVED_RES | 2020-03-30 |
Branch Locations
5 Centerpointe Dr Ste 400 Ofc 65, Lake Oswego, OR 97035 • United States
Washougal, WA • United States
Las Vegas, NV • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-03-16 |
Branch Locations
Las Las Vegas, Nv, NV • 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 |
|---|---|---|---|---|
| Lpl Financial | Portland | OR | 07/2012 | 01/2019 |
| Securities America, Inc. | Vancouver | WA | 01/2019 | 03/2020 |
| Securities America Advisors | Vancouver | WA | 01/2019 | 03/2020 |
| Lpl Financial Llc | Vancouver | WA | 03/2020 | Present |
1- 06/15/2026 - Navigator Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/28/2020 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-03 |
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