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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-05-11 |
| TX | RA | APPROVED | 2020-05-11 |
Branch Locations
5100 S Macadam Ave Ste 230, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 04/1983 | 05/2020 |
| Lpl Financial, Llc | Portland | OR | 05/2020 | Present |
1. 5/11/2020 - Meyer Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-09 |
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