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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-21 |
| OR | RA | APPROVED | 2010-03-15 |
Branch Locations
5200 Sw Meadows Rd, Suite 150, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lake Oswego | OR | 01/2009 | Present |
1. 01/23/2009 - DBA ONLY - MCK FINANCIAL SERVICES - LAKE OSWEGO, OR. 2. 01/23/2009 - REAL ESTATE RENTAL - 18901 JUNIPER GULCH RD., BAKER CITY, OR 97814 - PARTIAL OWNERSHIP OF FAMILY RANCH. - 1% OF TIME. 3. 01/23/2009 - REAL ESTATE RENTAL - 23388 SUMPTER STAGE HWY., BAKER CITY, OR 97814 - PARTIAL OWNERSHIP OF FAMILY RANCH. - TIME SPENT 1% 4. 03/16/2022 - No Business Name - Investment Related - Home Based - Act in a Fiduciary Capacity - Start Date - 03/15/2000 - 2 Hours Per Month/ 0 Hours During Securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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