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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-29 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bend | OR | 08/2016 | 03/2018 |
| Oregon Baseball Academy | Bend | OR | 11/2013 | 04/2017 |
| Elevate Athletics Llc | Bend | OR | 01/2012 | 04/2017 |
| Bank Of America, N.A. | Bend | OR | 06/2016 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eugene | OR | 09/2021 | 09/2022 |
| G5 Search Marketing | Bend | OR | 03/2018 | 02/2019 |
| Umemployed | Bend | OR | 02/2019 | 06/2019 |
| Elevate Athletics | Bend | OR | 06/2019 | 09/2019 |
| Datafied / Auki Llc | Bend | OR | 09/2019 | 03/2020 |
| Stevens Heating And Cooling | Prineville | OR | 03/2020 | 09/2021 |
| Raymond James & Associates, Inc. | Bend | OR | 09/2022 | 08/2026 |
| Lpl Financial Llc | Sisters | OR | 08/2026 | Present |
1. 8/2026 - Corelation Advisors LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 100 Hour(s) During Trading - Honolulu HI 96814 - OBA Start Date: 8/24/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-12 |
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