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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-31 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boat Consulting Business | Bellingham | WA | 08/2016 | 03/2018 |
| Liquidationnw | Bellingham | WA | 07/2016 | 07/2021 |
| Waddell & Reed, Inc. | Bellingham | WA | 05/2017 | 03/2018 |
| Waddell & Reed Inc | Bellingham | WA | 05/2018 | 07/2021 |
| Self | Bellingham | WA | 07/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bellingham | WA | 05/2019 | 07/2021 |
| Craig Cooper | Bellingham | WA | 07/2016 | 07/2021 |
| Community Boating Center | Bellingham | WA | 07/2020 | 07/2021 |
| Craig Cooper, Rental Property | Bellingham | WA | 09/2013 | 07/2021 |
| Lpl Financial Llc | Bellingham | WA | 07/2021 | Present |
1) 10/2018 - BUSINESS OWNER - LIQUIDATION NW - Not Investment Related - BELLINGHAM WA, 98225 2) 01/09/2024 - ELEANOR JEANNE PROPERTIES, LLC - Inv Related - Bellingham, WA - Real Estate Rental - Started: 1/5/2024 - 0 Hrs/Mo. 3) 10/14/2025- Balance Financial - Planning & Investment Strategies-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 11/01/2025- 160 Hours Per Month- 5 Hours During Trading 4) 10/17/2025- FAIRWINDS FINANCIAL SERVICES, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 10/03/2025- 2 Hours Per Month 5) 10/17/2025- ELEANOR JEANNE PROPERTIES LLC-Real Estate Rental- INV Related- At BELLINGHAM WA- Start date 02/08/2024- 1 Hour Per Month 6) 12/15/2025 - Balance Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/14/2025 - 160 hours per month/ 40 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-01 |
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