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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-22 |
| OR | RA | APPROVED | 2012-07-26 |
Branch Locations
2720 E Mountain View Dr Se, Albany, OR 97322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Eugene | OR | 02/2012 | Present |
1) 3/8/2018 - Willamette Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/1/2018 - 160 Hours Per Month/32 Hours During Trading. 2) 04/20/2023 - Gary Richter PC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 12/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-13 |
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