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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 |
Branch Locations
2002 Inland Dr, North Bend, OR 97459 • United States
3808 Brooke Drive, Klamath Falls, OR 97603 • United States
1551 Harbeck Road, Grants Pass, OR 97527 • 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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 02/2012 | 10/2019 |
| Selco Community Credit Union | Springfield | OR | 01/2012 | 10/2019 |
| Unemployed | Eugene | OR | 11/2019 | 03/2020 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2020 | 06/2020 |
| Patelco Credit Union | Dublin | CA | 04/2020 | 06/2020 |
| First Community Credit Union | North Bend | OR | 06/2020 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 06/2020 | 05/2025 |
| Lpl Financial Llc | Grants Pass | OR | 05/2025 | Present |
1. 04/30/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Services at First Community - Investment Related - At Reported Business Location(s) - Start Date 30-APR-25 - 160 Hours per month/ 160 Hours During Trading. 2. 01/29/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Services at First Community - Investment Related - At Reported Business Location(s) - Start Date 01/23/2026 - 40 Hours per month/ During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-04 |
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