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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
| OR | RA | APPROVED | 2024-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Canby | OR | 02/2022 | Present |
| Champs Sports | Bellevue | WA | 01/2022 | 01/2022 |
| Rain And Hail | Johnston | IA | 06/2021 | 11/2021 |
| City Of Lake Oswego | Lake Oswego | OR | 02/2023 | 06/2024 |
| State Of Oregon | Salem | OR | 06/2020 | 03/2021 |
| Willamette University | Salem | OR | 08/2018 | 03/2020 |
| Nike Inc | North Bend | WA | 01/2018 | 06/2018 |
| Bellevue College | Bellevue | WA | 09/2017 | 06/2018 |
| The Fisherman's Restaurant | Seattle | WA | 05/2017 | 09/2017 |
| North Idaho College | Coeur D'ALene | ID | 08/2016 | 05/2017 |
| Unemployed | Kahlotus Washington | ID | 06/2018 | 08/2018 |
| Unemployed | Salem Oregon | ID | 03/2020 | 06/2020 |
| Unemployed | Beaverton Oregon | ID | 03/2021 | 06/2021 |
| Unemployed | Renton Washington | ID | 11/2021 | 01/2022 |
1- 06/2023 / Cornerstone Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / start date 05/26/2023 2- 07/25/2024 - Other - Notary Public - Not Investment Related - At Reported Business Location(s) - Start Date 07/15/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-24 |
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