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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-09-28 |
| TX | RA | APPROVED | 2020-09-28 |
Branch Locations
7185 Sw Sandburg St. Suite 200, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Portland | OR | 04/2015 | 09/2020 |
| Lpl Financial, Llc | Tigard | OR | 09/2020 | Present |
1. 2014 - NORTH POINT WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS(ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ TIGARD, OR 2. 2014 - IMPACT MCJ, LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES/ INVESTMENT RELATED/ 0%/ TIGARD, OR 3. 2015 - CSM PROPERTIES, LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 11135 COUGAR CT, HAPPY VALLEY, OR 97086 4. 9/13/21 - NORTH POINT HOLDING LLC - Not Investment Related - 7185 SW Sandburg Rd. Tigard, OR - Business Entity For Tax/Investment Purposes Only - Started 2/2/2015 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-23 |
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