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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED_RES | 2023-08-21 |
Branch Locations
315 Se 7Th St., Ste D, Grants Pass, OR 97526 • 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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 07/2015 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2015 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 08/2023 |
| Cetera Advisors Llc | Grants Pass | OR | 09/2022 | 08/2023 |
| Holland Capital Management | Grants Pass | OR | 10/2014 | Present |
| Lpl Financial Llc | Grants Pass | OR | 07/2023 | Present |
1) 07/12/2023 - Holland Capital Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 50 Hours per month. 2) 07/12/2023 - Real Estate Rental - OR 97526 - Investment related - 1 Hour per month - Start date: 7/14/2023. 3) 07/12/2023 - KAJO Radio Show - Outside/W-2 Employment - show host - Oregon 97527 - Non investment related - 10 Hours per month - Start date: 6/1/2015. 4) 06/12/2024 - Rubicon Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 8/14/2023 - 160 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-22 |
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