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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
| WA | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lynden | WA | 06/1997 | 04/2018 |
| Raymond James Financial Services, Inc. | Lynden | WA | 04/2018 | 09/2025 |
| Raymond James Financial Services Advisors Inc. | Lynden | WA | 04/2018 | 09/2025 |
| Lpl Financial | Lynden | WA | 09/2025 | Present |
1. 06/2026 - KJ WEALTH GROUP LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - Lynden, WA 98264 - OBA Start Date: 05/01/2018 2. 06/2025 - PEAK FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/30/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-21 |
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