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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-01-14 |
| OR | RA | APPROVED | 2017-05-01 |
| TX | RA | APPROVED | 2017-05-01 |
Branch Locations
1000 Nw Wall St, Suite 201, Bend, OR 97703 • United States
Yarmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portland | ME | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | ME | 11/2016 | 05/2017 |
| Lpl Financial, Llc | Bend | OR | 05/2017 | Present |
1. 05/01/2017 - KATAHDIN FINANCIAL GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ BEND, OR 2. 10/5/2018 - Summit High School - Not Investment Related - Summit High School 200 Clearwater St Bend, OR 97703 - Other - High School Football Coach - Start Date:08/31/2018 - 12 Hours Per Month/0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-24 |
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