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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Oregon City | OR | 08/2005 | Present |
| Sii Investments | Oregon City | OR | 04/2016 | Present |
| Lpl Financial Llc | Oregon City | OR | 02/2018 | Present |
1. 02/14/2018 - CROOKS & COMPANY FINANCIAL MANAGEMENT, INC. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA. 2. 02/14/2018 - CROOKS & COMPANY FINANCIAL MANAGEMENT, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2005. 3. 11/03/2025 - ILLQUID ASSESTS LLC - Real Estate Rental - Investment Related - Oregon City, OR - Start Date 03/19/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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