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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-02 |
| WA | RA | APPROVED | 2020-09-01 |
Branch Locations
609 N Argonne Rd, Ste C2, Spokane, WA 99212 • United States
Spokane, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 08/2018 |
| Woodbury Financial Services | Spokane | WA | 08/2018 | 08/2020 |
| Lpl Financial Llc | Spokane | WA | 09/2020 | Present |
1)07/21/2020 - CENTERPOINTE FINANCIAL SERVICES LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 09/2018 - 200 hr/mth 2)07/21/2020 - CenterPointe Financial Services, LLC - Non-Variable Insurance - inv rel - at reported business location(s) - start: 09/2018 - 20 hr/mth 3) 11/10/2022 - Orr & Associates Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 12/01/2022 - 25 Hours Per Month/25 Hours During Securities Trading. 4) 04/08/2025 - Gateway Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 04/02/2025 - Gateway Financial Partners - 100 Hrs/Mth - 50 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-04 |
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