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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Ashland | OR | 04/2012 | 10/2025 |
| Raymond James Financial Services Advisors Inc. | Ashland | OR | 01/2013 | 10/2025 |
| Sis Corporation | Ashland | OR | 05/2012 | 01/2019 |
| Lpl Financial Llc | Ashland | OR | 10/2025 | Present |
1. 09/2025 - Notary - Jesse Oldfield - Notary - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Ashland, OR 97520 - OBA Start Date: 05/05/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-28 |
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