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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-15 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
12005 Ne Erin Way, Portland, OR 97220 • United States
1004 Pacific Avenue, Hood River, OR 97031 • United States
1650 Ne Ross Street, Vancouver, WA 98663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Portland | OR | 11/2013 | 07/2017 |
| Fisher Investments | Camas | WA | 08/2017 | 03/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2018 | 05/2025 |
| Lpl Financial Llc | Portland | OR | 05/2025 | Present |
| Pacific Nw Federal Credit Union | Vancouver | WA | 05/2025 | Present |
1. 4/16/2025: Investment products and services are offered through LPL Financial LLC using the DBA/trade name iQ Investment Services / Pacific NW Investment Services / Inv. related; start date 5/16/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-01 |
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