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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
7700 Ne Greenwood Dr, Ste 100, Vancouver, WA 98662 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Vancouver | WA | 05/1994 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Camas | WA | 08/1994 | 07/2021 |
| Winchester Hills Home Owners Association | Camas | WA | 01/2017 | 09/2019 |
| Wrv Limited, Llc | Vancouver | WA | 05/2019 | 07/2021 |
| Lpl Financial Llc | Vancouver | WA | 07/2021 | Present |
1) 6/1994 - Non-Variable Insurance - Colleen Lenard - Investment Related - Vancouver, WA 98660 2) 10/2019 - Business Entity For Tax/Investment Purposes Only - WRV Limited, LLC - Not Investment Related - Vancouver, WA 98660 3) 11/04/2022 - No Business Name - Investment Related - Fort Collins, CO 80524 - Real Estate Rental - Start Date - 11/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading 4) 12/19/2022 - Aspire Wealth Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2023 - 200 Hours Per Month/130 Hours During Securities Trading 5) 05/29/2023 - Aspire Wealth Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 9/1/2024 - 160 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-09 |
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