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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-03 |
| OR | RA | APPROVED | 2025-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A | Corvallis | OR | 11/2021 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Lebanon | OR | 09/2017 | 11/2021 |
| Bank Of America | Corvallis | OR | 05/2016 | 09/2017 |
| Axel's Farmhouse Furniture Llc | Albany | OR | 01/2021 | 12/2023 |
| Jpmorgan Chase Bank, N.A. | Corvallis | OR | 09/2024 | 10/2025 |
| J.P. Morgan Securities Llc | Corvallis | OR | 09/2024 | 10/2025 |
| Lpl Financial Llc | Corvallis | OR | 10/2025 | Present |
1. 09/2025 - Northwest Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 10/16/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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