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Kim Lee Dexter

LPl Financial LLC

Tigard, OR

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2021-08-02
TX RA APPROVED 2021-07-21
WA RA APPROVED 2021-07-21
WY RA APPROVED 2021-07-21
  • OR RA
    APPROVED
    Since 2021-08-02
  • TX RA
    APPROVED
    Since 2021-07-21
  • WA RA
    APPROVED
    Since 2021-07-21
  • WY RA
    APPROVED
    Since 2021-07-21

Branch Locations

6830 Sw Atlanta St, Ste 100, Tigard, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Tigard OR 12/2009 07/2021
Various Insurance Carriers For W&R Insurance Agencies Portland OR 02/2010 07/2021
Self Tucson AZ 06/2003 Present
Yakima-Morelia Sister City Association Yakima WA 08/2015 09/2019
Lpl Financial, Llc Tigard OR 07/2021 Present
  • 12/2009 → 07/2021
    Waddell & Reed Inc
    Tigard, OR
  • 02/2010 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Portland, OR
  • 06/2003 → Present
    Self
    Tucson, AZ
  • 08/2015 → 09/2019
    Yakima-Morelia Sister City Association
    Yakima, WA
  • 07/2021 → Present
    Tigard, OR
Previous Registrations
  • 2010-03-31 → 2021-07-21
    Waddell & Reed
    Kennewick, WA
    Yakima, WA
    Lewiston, ID
    Seattle, WA
    Seattle, WA
    Tigard, OR
    Tigard, OR
Other Businesses

1. 12/7/2021 - No Business Name - Investment Related - Richland, WA 99354 - Real Estate Rental - Owner - Started 11/19/2020. 2. 12/7/2021 - No Business Name - Investment Related - Tucson, AZ 85715 - Real Estate Rental - Owner - Started 09/23/2013. 3. 12/7/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/22/21 - 10 Hours Per Month/0 Hours During Securities Trading. 4. 12/15/2021 - No Business Name - Investment Related - Sarasota, FL 34242- Real Estate Rental - Started 12/29/2021- 1 Hour Per Month/0 Hours During Securities Trading - Purchasing a condo as a rental property. 5. 04/25/2023 - Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 04/13/2023 - 2 Hours Per Month/2 Hours During Securities Trading 6. 04/24/2024 - Pacific Shield Coatings, Inc. - Other - Painting - Co-Owner - Not Investment Related - Portland, OR - Start Date 04/22/2024 - 1 Hour Per Month/ 0 Hours During Trading 7. 08/14/2024 - Calibrate Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/09/2024 - 160 Hours Per Month/ 7 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-26
  • S66 Uniform Combined State Law Examination
    2010-03-26
Other Names
  • Kim Dexter

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