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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Medford | OR | 08/2004 | 10/2020 |
| Wells Fargo Advisors Llc | Medford | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Medford | OR | 11/2016 | 10/2020 |
| Lighthouse Financial Planners & Advisors | Medford | OR | 10/2020 | Present |
| Lpl Financial | Medford | OR | 04/2024 | 08/2026 |
| Cetera Wealth Servivces | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: SIERRA RIDGE ADVISOR GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED ASSISTANT APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: SIERRA RIDGE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED ASSISTANT APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: LIGHTHOUSE FINANCIAL PLANNERS & ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2020 POSITION/TITLE/RELATIONSHIP: REGISTERED ASSISTANT APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE SUPPORT OF FINANCIAL PROFESSIONALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
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