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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
8905 W Gage Blvd, Ste 209C, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fintegra, Llc | Minneapolis | MN | 09/2004 | Present |
| Harbor Financial Services | Kennewick | WA | 09/2004 | Present |
| Waddell & Reed Inc | Kennewick | WA | 02/2008 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | West Richland | WA | 02/2008 | 07/2021 |
| Lpl Financial, Llc | Kennewick | WA | 07/2021 | Present |
1) 07/2021 - DBA for LPL Business (entity for LPL business) / WRI Investments / Investment Related / Kennewick, WA 99336 2) 08/01/2021 - Real Estate Rental / Craig Bolling / Investment Related / 3Hrs/Mo 1Hr/Mo During Trading / College Place, WA 99324 3) 08/06/2021 - Non-Variable Insurance / Associates of Clifton Park / Investment Related / 5Hrs/Mo During Trading / Kennewick, WA 99336 4) 11/04/2024 - Bolling Financial Services LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 240 Hours per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-09 |
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