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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-02 |
| AK | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Salem | OR | 07/2011 | 07/2021 |
| Waddell & Reed, Inc. | Albany | OR | 07/2011 | 07/2021 |
| Vista Heights Condominiums | Salem | OR | 07/2013 | 09/2018 |
| Kjerulf Inc | Turner | OR | 02/2015 | 07/2021 |
| Steven Goto | Albany | OR | 01/2017 | 07/2021 |
| Lpl Financial Llc | Albany | OR | 07/2021 | Present |
1- 07/2021 / DBA for LPL Business (entity for LPL business) / Kjerulf Goto Wealth Management / Investment Related / Albany, OR 97321 2- 07/2021 / DBA for LPL Business (entity for LPL business) / Kjerulf Goto Wealth Management / Investment Related / Albany, OR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-17 |
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