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Edward John Winslow

LPl Financial LLC

Central Point, OR

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-05
  • OR RA
    APPROVED
    Since 2025-06-05

Branch Locations

Central Point, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Financial Planning Inc. Colorado Springs CO 06/1982 06/2025
Financial West Group Westlake Village CA 01/2003 08/2017
Western International Securities, Inc. Pasadena CA 08/2017 06/2025
Lpl Financial Llc Central Point OR 06/2025 Present
  • 06/1982 → 06/2025
    Personal Financial Planning Inc.
    Colorado Springs, CO
  • 01/2003 → 08/2017
    Financial West Group
    Westlake Village, CA
  • 08/2017 → 06/2025
    Western International Securities, Inc.
    Pasadena, CA
  • 06/2025 → Present
    Lpl Financial Llc
    Central Point, OR
Previous Registrations
  • 2017-08-21 → 2025-06-05
    Western International Securities, Inc.
    Westlake Village, CA
    Central Point, OR
    Clovis, CA
    Pasadena, CA
  • 2016-10-31 → 2017-08-21
    Financial West Group
    Westlake Village, CA
    Oakland, CA
    Central Point, OR
    Central Point, OR
    Portland, OR
    Westlake Village, CA
    Jacksonville, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-12-02
S63 Uniform Securities Agent State Law Examination 1983-01-18
  • S65 Uniform Investment Adviser Law Examination
    1993-12-02
  • S63 Uniform Securities Agent State Law Examination
    1983-01-18
Other Names
  • Ed Winslow
  • Edward J. Winslow

View on SEC IAPD

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