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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-16 |
Branch Locations
16701 Se Mcgillivray Blvd #265, Vancouver, WA 98683 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palena Associates Inc. | Vancouver | WA | 10/1966 | 05/2017 |
| Raymond James Financial Services | Vancouver | WA | 04/2000 | 11/2022 |
| Raymond James Financial Services Advisors, Inc | Vancouver | WA | 01/2009 | 11/2022 |
| Non-Variable Insurance | Vancouver | WA | 03/1969 | 11/2022 |
| Palena Associates, Inc. | Vancouver | WA | 06/2019 | Present |
| Palena Associaties, Inc. | Vancouver | WA | 06/2019 | Present |
| Lpl Financial Llc | Vancouver | WA | 04/2025 | Present |
1)03/17/2025 - The Gorge Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)03/17/2025 - Palena Associates, Inc - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Vancouver, WA - Start: 01/1971
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-05 |
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