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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-04 |
| OR | RA | APPROVED | 2019-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Corvallis | OR | 01/2008 | 06/2019 |
| Wells Fargo Advisors Llc | Corvallis | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corvallis | OR | 11/2016 | 06/2019 |
| Lpl Financial, Llc | Corvallis | OR | 06/2019 | Present |
1. 7/1/2019 - Northwest Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 11/21/2019 - Northwest Financial Insurance Group - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/01/2019 - 10 hrs/mo - 10 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-01 |
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