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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Wealth Advisors | Medford | OR | 06/2022 | 06/2025 |
| Ca Ventures | Eugene | OR | 11/2021 | 05/2022 |
| Target | Eugene | OR | 11/2020 | 09/2021 |
| University Of Oregon | Eugene | OR | 03/2019 | 03/2020 |
| Oregon Electric Station | Eugene | OR | 01/2019 | 03/2019 |
| Unemployed | Eugene | OR | 08/2018 | 01/2019 |
| Kids Unlimited | Medford | OR | 06/2018 | 08/2018 |
| Porters Restaurant | Medford | OR | 06/2018 | 08/2018 |
| Unemployed | Central Point | OR | 03/2018 | 06/2018 |
| Delta Life Fitness | Central Point | OR | 11/2017 | 03/2018 |
| Unemployed | Central Point | OR | 08/2017 | 11/2017 |
| Kids Unlimited | Medford | OR | 06/2017 | 08/2017 |
| Unemployed | Central Point | OR | 01/2012 | 06/2017 |
| Unemployed | Eugene | OR | 03/2020 | 11/2020 |
| Raymond James Financial Services, Inc. | Medford | OR | 06/2022 | 06/2025 |
| Lpl Financial Llc | Medford | OR | 06/2025 | Present |
1 06/24/2025 - Bell Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - Medford, OR 97504 - Start date: 06/24/2025 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100. 2. 06/24/2025 - Notary at Bell Wealth Partners - Notary - Investment related - Medford, OR 97504 - Start date: 05/02/2023 - 0 Hrs/Mth - 0 Hrs During Trading -Time Spent: 0 3) 09/15/2025 - Culinary Brands LLC - Not Investment Related - Outside/W-2 Employment -, Medford, OR - Start Date:09/01/2025 - 36 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
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