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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 |
|---|---|---|---|---|
| Rask Enterprises, Llc | Portland | OR | 01/1993 | Present |
| Wells Fargo Advisors Financial Network, Llc | Portland | OR | 04/2015 | 09/2020 |
| Lpl Financial, Llc | Tigard | OR | 09/2020 | Present |
1) 1/2012 - Business Owner - Pala Investments - Not Investment Related - 105 North West 3rd Ave, Portland Oregon 97209 2) 1/2016 - Business Entity For Tax/Investment Purposes Only - North Point Holding LLC - Investment Related - Tigard, OR 97223 3) 1/2019 - Real Estate Rental - TWO PRINCES, LLC - Investment Related - 10718 Jason Ln, Happy Valley, OR 97086 4) 1/2015 - Business Entity For Tax/Investment Purposes Only - MAM INVESTMENTS, LLC - Investment Related - Happy Valley, OR 97086 5) 1/2014 - DBA for LPL Business (entity for LPL business) - North Point Wealth Management - Investment Related - Tigard, OR 97223 6) 9/28/2020 - CSM PROPERTIES - Investment Related - 11135 Cougar Ct Happy Valley, OR 97086; 5950 Willow Lane, Lake Oswego, OR 97035; and 10060 SE Ankeny St, Portland, OR 97216 - Real Estate Rental - Start Date: 2015 - 1 Hour Per Month. 7) 9/28/2021 - Impact MCJ, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 2014 - 1 Hour Per Month. 8) 9/3/2021 - North Point Wealth Advisors - DBA: North Point Wealth Management - Investment Related - Tigard, OR 97223 - Real Estate Rental - Start Date: 01/01/2015 - 0 Hours Per Month. 9) 10/24/2022 - North Point Personalized Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/31/2019 - 50 Hours Per Month/50 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-20 |
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