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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-08 |
| OR | RA | APPROVED | 2021-02-24 |
| TX | RA | APPROVED_RES | 2021-02-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 02/2021 |
| Lpl Financial Llc | Canby | OR | 02/2021 | Present |
1) 01/25/2021 - Anchor Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2021 2) 02/08/2021 - MLL Enterprise - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Canby, OR - Start: 01/2021 3) 2/22/2023 - ColorMashArt - Not Investment Related - Home Based - Other - Etsy account - Start Date - 03/01/2023 - 10 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-30 |
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