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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 |
| MT | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Albany | OR | 06/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Salem | OR | 08/2009 | 07/2021 |
| Myreferal Club | San Diego | CA | 04/2010 | 11/2016 |
| Rotary Club Of Salem Sunrise | Salem | OR | 07/2012 | 08/2020 |
| Smart | Salem | OR | 03/2013 | 11/2016 |
| Sgfa Llc | Salem | OR | 07/2016 | 07/2021 |
| Partnerships In Community Living | Monmouth | OR | 06/2017 | 07/2021 |
| Steven Goto | Salem | OR | 08/2018 | 07/2021 |
| Steven Goto | Salem | OR | 08/2018 | 07/2021 |
| Kjerulf Goto Wealth Management Llc | Albany | OR | 03/2021 | 07/2021 |
| Lpl Financial Llc | Albany | OR | 07/2021 | Present |
1. 8/24/2021 - Kjerulf Gogo Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/1/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started Aug 2009. 3. 12/1/2021 - No Business Name - Investment Related - Oregon - Other-Notary Public. 4. 09/16/2024 - Goto Enterprises II - Real Estate Rental - Investment Related -Mommouth, OR - Start Date 03/15/2022 - 1 Hour Per Month/ 0 Hours During Trading 5. 09/16/2024 - Goto Enterprises LLC - Real Estate Rental - Monmouth, Springfield, Dallas, and Salem, OR - Investment Related - Start Date 01/01/2022 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-12 |
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