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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| LA | RA | APPROVED | 2021-07-21 |
| MD | RA | APPROVED | 2021-07-21 |
| MN | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NE | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| SD | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
7401 W Grandridge Blvd Ste 202, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Kennewick | WA | 07/2014 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Kennewick | WA | 01/2015 | 07/2021 |
| Kamiakin Baseball | Kennewick | WA | 03/2015 | 09/2017 |
| Safe Harbor Support Center | Kennewick | WA | 02/2016 | 10/2020 |
| West Richland Area Chamber Of Commerce | West Richland | WA | 01/2018 | 11/2020 |
| Johnston Marcum Llc | East Wenatchee | WA | 01/2018 | 12/2019 |
| Recc Llc | Kennewick | WA | 01/2020 | Present |
| Lpl Financial Llc | Kennewick | WA | 07/2021 | Present |
1. 07/21/2021 - Pivot Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2021- 2. 07/21/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 2014. 3. 07/21/2021 - Recc LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 2/1/2020. 4. 11/10/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other - Notary - Started 10/18/2021 - 1 Hour Per Month During Securities Trading - Notary Endorsement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-30 |
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