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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-23 |
| OR | RA | APPROVED | 2026-06-22 |
Branch Locations
8905 W Gage Blvd, Ste 110, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kennewick | WA | 06/2026 | Present |
| U.S. Bank | Baker City | OR | 08/2012 | 09/2023 |
| U.S. Bancorp Investments, Inc. | Baker City | OR | 01/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Baker City | OR | 02/2026 | 06/2026 |
1- 06/16/2026 - Cornerstone Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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