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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
6830 Sw Atlanta St, Ste 200, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Tigard | OR | 01/2003 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Lake Oswego | OR | 02/2003 | 07/2021 |
| Tigard Rotary | Tigard | OR | 09/2012 | 08/2020 |
| Over, Strauch Inc | Lake Oswego | OR | 04/2013 | 01/2018 |
| Over And Strauch Team | Lake Oswego | OR | 01/2018 | 07/2021 |
| James Strauch | Lake Oswego | OR | 01/2019 | 07/2021 |
| Lpl Financial, Llc | Tigard | OR | 07/2021 | Present |
1. 11/18/2021 - Over and Strauch Team, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 04/01/2013 - 1 Hour Per Month During Securities Trading - Entity is for recordkeeping and passthrough of revenue derived from LPL Commissions and Fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-21 |
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