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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-05 |
| OR | RA | APPROVED | 2025-01-07 |
Branch Locations
12630 Se Division St, Portland, OR 97236 • United States
3215 Sw Cedar Hills Blvd, Beaverton, OR 97005 • 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Portland | OR | 05/2001 | 10/2022 |
| Lpl Financial Llc | Portland | OR | 01/2023 | Present |
| Nw Priority Credit Union | Portland | OR | 01/2023 | Present |
1) 07/05/2023 - Members Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). Start date: 01/01/2023 - 0 Hrs/Mo During Trading. 2) 05/14/2024 - Unitus Financial Advisors - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/17/2024 - 24 Hrs/Mo During Trading. 3) 07/15/2025 - Allred Realestate investments LLC - Farm - Not Inv Rel - CourtRexberg OR - Start date: 07/01/2021 - 0 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-14 |
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