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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-02-19 |
Branch Locations
4550 Kruse Way Plz. Suite 110, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Corvallis | OR | 04/2011 | 09/2023 |
| Tax And Wealth Management, Llp | Corvallis | OR | 01/2009 | 09/2023 |
| Windflower House | Corvallis | OR | 09/2016 | 04/2019 |
| Detached Guest House | Corvallis | OR | 03/2018 | 11/2022 |
| Arboretum Ranch Home In Country Setting | Corvallis | OR | 09/2018 | 05/2020 |
| Jgc Wealth Management, Llc | Salem | OR | 09/2023 | 10/2024 |
| Johnson, Glaze, & Co. Pc | Salem | OR | 09/2023 | 10/2024 |
| Lpl Enterprise Llc | Lake Oswego | OR | 02/2025 | Present |
| Self-Employment | Corvallis | OR | 10/2024 | 02/2025 |
1. 02/14/2024 - Balanced Accounting & Wealth Management, LLC - Tax Prep/Accounting/CPA - Inv Related - Corvallis, OR - 10/30/2024 - 100hrs/MTH 2. 02/14/2024 - Balanced Accounting & Wealth Management, LLC - Notary - Inv Related - Corvallis, OR - 10/30/2024 - 2hrs/MTH 3. 02/14/2024 - Balanced Accounting & Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - Corvallis, OR - 10/30/2024 - 100hrs/MTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-12 |
| S66 | Uniform Combined State Law Examination | 2011-09-26 |
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