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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Pullman | WA | 11/1986 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Pullman | WA | 04/1987 | 07/2021 |
| High Street Center | Pullman | WA | 12/2008 | 07/2021 |
| United Way | Pullman | WA | 06/2009 | 08/2020 |
| Feuerstein Group | Pullman | WA | 06/2005 | 07/2021 |
| Pullman Regional Hospital Foundation | Pullman | WA | 01/2015 | 07/2021 |
| Feuerstein Properties Llc | Pullman | WA | 01/2005 | 08/2020 |
| Beach Lot Users Association | Newman Lake | WA | 01/2018 | 07/2021 |
| Lpl Financial Llc | Pullman | WA | 07/2021 | Present |
1) 07/21/2021 - Real Estate Rental - High Street Center - Investment Related - Pullman, WA 99163 - Start Date:12/15/2008 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/21/2021- Business Entity For Tax/Investment Purposes Only - Feuerstein Group - Not Investment Related - Pullman, WA 99163 - Start Date:6-1-01 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/21/2021 - Other - PULLMAN REGIONAL HOSPITAL FOUNDATION - Not Investment Related -Pullman, WA 99163 - Start Date:2016 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 09/21/2023 - Jeff Feuerstein Notary Public - Other - Notary Public - Investment Related - At Reported Business Location(s) - Start Date 10/03/1995 - 1 Hour Per Month/ 0 Hours During Trading 5) 03/05/2024 - Values & Vision Financial Advisors Insurance Services through AOCP - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 11/18/2021 - 2 Hours Per Month/ During Trading 6) 08/05/2025 - Values & Vision Cornerstone Wealth Strategies - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date :7/1/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 7) 01/13/2026 - Cornerstone Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/13/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-07 |
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