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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-19
OR RA APPROVED 2025-05-05
WA RA APPROVED 2025-05-05
  • CA RA
    APPROVED
    Since 2025-08-19
  • OR RA
    APPROVED
    Since 2025-05-05
  • WA RA
    APPROVED
    Since 2025-05-05

Branch Locations

7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • 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
Edward Jones St Louis MO 05/2017 07/2018
Epic Wines & Spirits Santa Rosa CA 08/2015 04/2017
Cetera Advisor Networks Llc El Segundo CA 07/2019 09/2023
Blakeslee Vineyard Estate Sherwood OR 03/2019 11/2019
Unemployment St Louis MO 07/2018 03/2019
Cetera Investment Advisers Llc Portland OR 06/2023 03/2025
Cetera Investment Services Llc St Cloud MN 09/2023 03/2025
Northwest Community Cu Portland OR 09/2023 03/2025
Profectus Wealth Management Post Falls ID 05/2025 Present
Lpl Enterprise Llc Mercer Island WA 05/2025 Present
Unemployed Sherwood OR 03/2025 05/2025
  • 05/2017 → 07/2018
    St Louis, MO
  • 08/2015 → 04/2017
    Epic Wines & Spirits
    Santa Rosa, CA
  • 07/2019 → 09/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2019 → 11/2019
    Blakeslee Vineyard Estate
    Sherwood, OR
  • 07/2018 → 03/2019
    Unemployment
    St Louis, MO
  • 06/2023 → 03/2025
    Portland, OR
  • 09/2023 → 03/2025
    Cetera Investment Services Llc
    St Cloud, MN
  • 09/2023 → 03/2025
    Northwest Community Cu
    Portland, OR
  • 05/2025 → Present
    Profectus Wealth Management
    Post Falls, ID
  • 05/2025 → Present
    Mercer Island, WA
  • 03/2025 → 05/2025
    Unemployed
    Sherwood, OR
Previous Registrations
  • 2023-06-29 → 2025-03-19
    Portland, OR
    Sherwood, OR
  • 2019-07-02 → 2023-06-29
    Cetera Wealth Services, Llc
    Portland, OR
    Eugene, OR
    Oregon City, OR
  • 2017-11-03 → 2018-06-12
    West Linn, OR
    St Louis, MO
    West Linn, OR
Other Businesses

1. 04/29/2025 - Profectus Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - Post Falls, ID - Start Date 05/05/2025 - 40hrs/MTH 2. 04/29/2025- David Meeks-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Sherwood, OR-Start date 04/29/2025-160hrs/mth-160hrs/mth during trading 3. 04/29/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/29/2025-160hrs/mth-160hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-01
  • S66 Uniform Combined State Law Examination
    2017-11-01
Other Names
  • David Piotr Meeks

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