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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-04-01 |
Branch Locations
125 Se Court Ave, Pendleton, OR 97801 • United States
1005 Bryden Ave, Lewiston, ID 83501 • United States
100 Main St, Orofino, ID 83544 • United States
749 6Th St, Clarkston, WA 99403 • United States
2072 Ne Stucki Ave, Hillsboro, OR 97124 • United States
7675 Sw Nyberg St, Tualatin, OR 97062 • United States
500 Ne 139Th St, Vancouver, WA 98685 • United States
14800 Sw Murray Scholls Dr #104, Beaverton, OR 97007 • United States
101 Sw Main Ste 154, Portland, OR 97204 • United States
16099 Boones Ferry Rd, Lake Oswego, OR 97035 • United States
1125 Ne C St, College Place, WA 99324 • United States
3100 Se 164Th Ave, Vancouver, WA 98683 • United States
126 E Main St, Dayton, WA 99328 • United States
600 S 9Th Ave, Walla Walla, WA 99362 • United States
1 E Alder St, Walla Walla, WA 99362 • United States
215 Main St, Waitsburg, WA 99361 • 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 |
|---|---|---|---|---|
| Columbia State Bank | Portland | OR | 02/2013 | 03/2020 |
| Cetera Investment Services | Saint Cloud | MN | 02/2013 | 03/2020 |
| Cetera Investment Advisers Llc | Portland | OR | 01/2014 | 03/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2020 | 12/2020 |
| Cetera Investment Advisers Llc | Portland | OR | 05/2020 | 12/2020 |
| Heritage Bank | Portland | OR | 05/2020 | 12/2020 |
| Unemployed | Hillsboro | OR | 04/2020 | 05/2020 |
| Banner Bank | Hillsboro | OR | 03/2021 | Present |
| Lpl Financial Llc | Hillsboro | OR | 03/2021 | Present |
| Unemployed | Hillsboro | OR | 01/2021 | 02/2021 |
1) 3/2021- Banner Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 12/07/2021 - Banner Investment Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 03/29/2021 - 10 Hours Per Month/1 Hour During Securities Trading. 3) 02/23/2024 - Banner Wealth & Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 160 Hours Per Month/ 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-01 |
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