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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2022 | 05/2025 |
| Columbia Credit Union | Vancouver | WA | 04/2022 | Present |
| Vancouver Public Schools | Vancouver | WA | 01/2018 | 04/2022 |
| River Maiden Coffee | Vancouver | WA | 06/2021 | 04/2022 |
| Amazon | Portland | OR | 02/2021 | 06/2021 |
| Uber | Portland | OR | 06/2016 | 04/2022 |
| Aramark | Portland | OR | 11/2015 | 12/2017 |
| Tutor Doctor | Portland | OR | 09/2015 | 06/2017 |
| Lyft | Portland | OR | 04/2016 | 04/2022 |
| Lpl Financial Llc | Vancouver | WA | 05/2025 | Present |
1. 05/15/2025- Columbia Invest and Insure- Investment products and services are offered through LPL Financial LLC Columbia Invest and Insure- INV Related- At Reported Business Location(s)- Start date 04/29/25- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025-Uber- Rideshare-Not INV Related- At Portland, OR- Start date 04/18/2016- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
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