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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2024-04-12 |
| OR | RA | APPROVED | 2024-03-22 |
Branch Locations
525 A Street, Suite 2, Ashland, OR 97520 • United States
Encinitas, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Medford | OR | 12/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Medford | OR | 11/2016 | 06/2022 |
| Lpl Financial Llc | Ashland | OR | 06/2022 | Present |
| "A" Street Financial Advisors, Inc. | Ashland | OR | 07/2022 | 03/2024 |
1. 06/30/2022 - A Street Financial Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Financial Professional - Start Date - 06/17/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-04 |
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