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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-05-05 |
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bend | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bend | OR | 11/2016 | 04/2021 |
| Lpl Financial, Llc | Prineville | OR | 04/2021 | Present |
1. 01/01/2014 - KELSO LAND SURVEYING LLC/ OTHER/ NOT INVESTMENT RELATED/ 0%/ PRINEVILLE, OR 2. 6/19/2021 - Lisa Solomon Kelso, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 4/15/2021 - 0 Hours Per Month/0 Hours During Securities Trading - LPL Financial Fees and Commissions. 3. 10/20/2022 - No Business Name - Investment Related - Prineville, OR 97754 - Real Estate Rental - Owner - Start Date: 03/14/2011 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 07/01/2026 - Point Venture House - Real Estate Rental - Investment Related - Point Venture, TX - Start Date 03/23/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-29 |
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