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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-29 |
| OR | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
7700 Ne Greenwood Dr, Ste 100, Vancouver, WA 98662 • United States
Avondale, AZ • United States
Anderson Island, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Vancouver | WA | 02/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Vancouver | WA | 03/2010 | 07/2021 |
| Landlord | Vancouver | WA | 01/1999 | 07/2021 |
| Richard Williams | Vancouver | WA | 01/2018 | 07/2021 |
| Lpl Financial Llc | Vancouver | WA | 07/2021 | Present |
1) 09/09/2021 - Real Estate Rental - Owner - Inv Rel - Vancouver, WA - Start: 10/2021 2) 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 - 128 Hours Per Month/ 80 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-14 |
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