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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-11 |
Branch Locations
Springfield, OR • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Edward Jones | Eugene | OR | 06/2014 | 05/2018 |
| Unemployed | Springfield | OR | 05/2018 | 12/2018 |
| Country Insurance Affiliates | Eugene | OR | 12/2018 | 03/2025 |
| Country Trust Bank | Eugene | OR | 10/2019 | 01/2023 |
| Country Capital Management Company | Eugene | OR | 10/2019 | 03/2025 |
| Country Trust Bank | Eugene | OR | 01/2023 | 03/2025 |
| Lpl Financial | Springfield | OR | 03/2025 | Present |
1.03/14/2025; Wayside Retreat; Real Estate Rental; Investment Related; Springfield,OR; Start Date 02/05/2025; 6hrs/mth; 0hrs during trading 2.05/18/2026; McDonald Wholesale; Outside/W-2 Employment; Not Investment Related; Eugene,OR; Start Date 05/06/2026; 60hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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