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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Portland | OR | 08/2001 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Portland | OR | 02/2002 | 07/2021 |
| M & J Group | Portland | OR | 01/2014 | 07/2021 |
| Disjecta Contemporary Art Center Of Portland | Portland | OR | 07/2013 | 07/2021 |
| Rotary Club Of Portland | Portland | OR | 01/2015 | 07/2021 |
| Bridgetown Wealth Management (Dba) | Portland | OR | 01/2017 | 07/2021 |
| All Hands Raised | Portland | OR | 09/2017 | 07/2020 |
| Pps College And Career Cte Advisory Committee | Portland | OR | 06/2019 | 07/2021 |
| All Hands Raised | Portland | OR | 07/2020 | 07/2021 |
| Lpl Financial Llc | Portland | OR | 07/2021 | Present |
1) 1/2014 - Business Entity For Tax/Investment Purposes Only - M & J Group, Inc. - Not Investment Related - Portland, OR 97232 2) 2016 - DBA for LPL Business (entity for LPL business) - Bridgetown Wealth Management - Investment Related - Portland, OR 97232 3) 2021 - Real Estate Rental - Cole Mills - Investment Related - 7462 Westanna Ave Portland, OR 97203
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-16 |
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