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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
| OR | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilsonville High School | Wilsonville | OR | 06/2017 | 05/2021 |
| Target | Wilsonville | OR | 06/2020 | 08/2020 |
| Oregon Army National Guard | Woodburn | OR | 08/2020 | Present |
| Oregon State University | Corvallis | OR | 04/2022 | Present |
| Jim Kuhlman State Farm | Corvallis | OR | 02/2023 | 01/2024 |
| Towne Park | Portland | OR | 06/2023 | 09/2023 |
| Legacy Financial | Woodburn | OR | 06/2023 | 09/2023 |
| Wood Middle School | Wilsonville | OR | 05/2015 | 06/2017 |
| Lpl Financial | Woodburn | OR | 12/2024 | Present |
1. 05/01/2025 - Legacy Financial / DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) 2. 05/06/2025- Oregon Army National Guard- Infantryman- OR 97071- Non Inv Rel- 24 Hrs Per Mnth- Start Date 08/14/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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