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4525 Sw Condor Ave, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
| WA | RA | APPROVED | 2013-02-15 |
| OR | RA | APPROVED | 2013-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portland | OR | 01/2013 | Present |
| Preisz Associates, Inc. | Portland | OR | 01/2013 | Present |
(1) 01/09/2013: ROSE CITY CEMETERY - NOT INVESTMENT RELATED - FOR-PROFIT BOARD MEMBER - TIME SPENT 1% - BOARD MEMBER. (2) 01/24/2013: PRIESZ ASSOCIATES, INC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) PRIESZ ASSOCIATES, INC - 50% OF TIME PSNET - FINANCLAL ADVISOR. (3) 2/5/2013: PREISZ ASSOCIATES, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - LIFE, DISABILITY AND LTC SALES AND SERVICE. (4) 9/11/2014: PREISZ ASSOCIATES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 11/11/2013 - 160 HR/MO 7 DURING SECS TRDG HRS. (5) 6/26/2015: PREISZ FINANCIAL - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START DATE 07/01/2015 - 20 HOURS PER MONTH DURING SECURITIES TRADING. (6)07/21/2015- PREISZ ASSOCIATES, INC. - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) PREISZ FINANCIAL - START 06/12/2015 - 20 HR/MO ALL DURING SECS TRDG HRS - FINANCIAL PLANS AND ADVICE ARE PROVIDED FOR HOURLY AND/OR FIXED FEES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-22 |
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