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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-01 |
Branch Locations
525 3Rd St, Ste 200 - 208, Lake Oswego, OR 97034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cgc Financial Services, Llc | Lake Oswego | OR | 10/2015 | 05/2023 |
| Royal Alliance Associates, Inc. | Lake Oswego | OR | 10/2015 | 05/2023 |
| Lpl Financial | Lake Oswego | OR | 05/2023 | Present |
1)05/2023 - Alpina Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/28/2025 - Tammi Ortega - Investment Related - Other - Registered Notary - At Reported Business Location(s) - Start Date : 03/25/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-16 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-26 |
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