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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-07-21 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| IL | RA | APPROVED | 2021-07-21 |
| MS | RA | APPROVED | 2021-07-21 |
| MO | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| NV | RA | APPROVED | 2021-07-21 |
| NH | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
201 W North River Dr Ste 500, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Spokane | WA | 07/1987 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Veradale | WA | 01/1988 | 07/2021 |
| Don Sorensen Llc | Almira | WA | 10/1996 | Present |
| Daryce Wyborney | Veradale | WA | 04/2004 | Present |
| Volunteers Of America | Spokane | WA | 10/2010 | Present |
| Lpl Financial, Llc | Spokane | WA | 07/2021 | Present |
1. 9/1/2021 - Don Sorensen LLC - Not Investment Related - 15310 Sorensen Rd N, Almira, WA, 99103 - Business Entity For Tax/Investment Purposes Only - Co-Owner - Started 1980 - Co-Owner with brother Mitchell Sorrensen. 2. 9/1/2021 - Daryce Wyborney - Investment Related - Home Based - Other - Started 1995. 3. 9/1/2021 - Riverview Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2017 - 100 Hours Per Month. 4. 9/15/2021 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/22/2021 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 9/15/2021 - Associates of Clifton Park - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/22/2021 - 10 Hours Per Month/0 Hours During Securities Trading. 6. 9/29/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Started 04/01/2009 - 1 Hour Per Month/0 Hours During Securities Trading - Provide notary service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-08 |
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