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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
720 Center St, Oregon City, OR 97045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Oregon City | OR | 09/2003 | 10/2019 |
| The Morrissey Group,Llc Dba | Oregon City | OR | 05/1982 | Present |
| 1St Global Advisors Inc | Oregon City | OR | 08/2004 | 10/2019 |
| Avantax Advisory Services | Oregon City | OR | 10/2019 | 06/2024 |
| Avantax Investment Services, Inc. | Oregon City | OR | 10/2019 | 06/2024 |
| Lpl Financial Llc | Oregon City | OR | 06/2024 | Present |
1) 06/2024 - Morrissey Financial / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 160 Hrs per month - 30 % Time Spent 2) 06/2024 - Real Estate Rental / Owner / Inv. Related / Oregon City, OR / Start date 09/02/1998 - 5 hrs per month - 5 % Time Spent 3) 06/12/2024- The Morrissey Group LLC- Tax Prep/Accounting/CPA- Inv Rel- OR 97045- 100 hrs per mnth- 25 hrs during trading- Start Date 01/01/2004
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-26 |
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