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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Freedom Wealth Management Group (Lpl) | Newport | OR | 01/2023 | Present |
| Hintonburdick Cpas & Advisors | St. George | UT | 01/2021 | 12/2022 |
| Coral Canyon Golf Course | Washington | UT | 07/2020 | 03/2021 |
| Utah Tech University | St. George | UT | 05/2020 | 12/2022 |
| Oregon Coast Community College | Newport | OR | 07/2019 | 05/2020 |
| Overleaf Lodge & Spa | Yachats | OR | 06/2018 | 12/2018 |
| Waldport High School | Waldport | OR | 05/2016 | 05/2019 |
| The Village Bean | Yachats | OR | 03/2019 | 01/2020 |
| Lpl Financial Llc | Newport | OR | 01/2023 | Present |
| Oregon Coast Bank | Newport | OR | 02/2024 | Present |
1- 07/2023 / Financial Freedom Wealth Management Group / DBA for LPL Business (entity for LPL business) / Investment Related / start date 1/10/2022 2- 04/03/2024 - Freedom Tax, LLC - Tax Prep/Accounting/CPA - Tax Preparer - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 40 Hours Per Month/ 20 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-15 |
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