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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-28 |
Branch Locations
1610 Sw Allen Creek Rd Ste 107, Grants Pass, OR 97527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Grants Pass | OR | 01/2013 | 04/2022 |
| Human Bean | Grants Pass | OR | 12/2019 | 07/2022 |
| Investment Resources | Grants Pass | OR | 10/2021 | 06/2024 |
| Independent Financial Group, Llc | Grants Pass | OR | 10/2021 | 06/2024 |
| Lpl Financial Llc | Grants Pass | OR | 06/2024 | Present |
1. 06/17/2024- Real Estate- OR 97526- Inv Rel- 5 hrs per mnth- Start Date 05/27/2022 2. 06/17/2024- Wagon Wheel Financial- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 3. 11/11/2025 - DoorDash Driver - Outside/W-2 Employment - Not investment Related - Home Based - Start Date 11/07/2025 - 15 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-18 |
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