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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
1980 Nw 9Th Street, Corvallis, OR 97330 • United States
210 Orchard Drive, Dallas, OR 97338 • United States
464 Pacific Ave South, Monmouth, OR 97361 • United States
510 Wallace Road, Salem, OR 97304 • United States
1394 Clay Street Se, Albany, OR 97322 • United States
1446 Main Street, Philomath, OR 97370 • United States
3330 Cooperative Way, Lebanon, OR 97355 • United States
625 Hickory Street Nw, Albany, OR 97321 • United States
1923 North Coast Hwy, Newport, OR 97365 • United States
4952 River Road North, Keizer, OR 97303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon State Credit Union | Corvallis | OR | 01/2015 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 01/2015 | 05/2025 |
| Lpl Financial Llc | Lebanon | OR | 05/2025 | Present |
1. 05/15/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Oregon State Investment Services- INV Related- At Reported Business Location(s)- Start date 04/25/25- 160 Hours Per Month- 160 Hours During Trading 2. 05/15/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name OSCU Wealth Management- INV Related- At Reported Business Location(s)- Start date 05/16/25- 160 Hours Per Month- 160 Hours During Trading 3. 05/15/2025- Therese Misner Contemporary Art- Business Owner- Not INV Related- Home Based- Start date 01/01/2022- 40 Hours Per Month 4. 05/15/2025-Misner Polled Herefords- Farm- Not INV Related- Home Based- Start date 01/01/2025- 20 Hours Per Month 5. 04/09/2026 - Oregon State Credit Union - Financial Institution Duty - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-06 |
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