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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2025-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Star | ID | 12/2018 | 07/2025 |
| Sheep Mountain Outfitters | Richland | OR | 08/2018 | 11/2018 |
| Cascadia Wealth Management | Mcminnville | OR | 05/2017 | 08/2017 |
| George Fox University | Newberg | OR | 08/2014 | 05/2018 |
| Dan Blankenship Construction | Baker City | OR | 04/2014 | 11/2018 |
| Home Ranch | Baker City | OR | 05/2018 | 10/2018 |
| Lpl Financial | Eagle | ID | 07/2025 | Present |
1.07/18/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name RCH Wealth Management; Investment Related; at Reported Business Location(s); Start Date 06/06/2025; 160hrs/mth; 130hrs during trading 2.08/10/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Eagle Private Wealth Management; Investment Related; at Reported Business Location(s); Start Date 08/27/2026; 200hrs/mth; 120hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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