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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2024-05-17 |
Branch Locations
8215 Sw Tualatin Sherwood Rd Ste 200, Tualatin, OR 97062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 08/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Tualatin | OR | 03/2020 | 05/2024 |
| Lpl Financial | Tualatin | OR | 05/2024 | Present |
1)05/01/2024-Notary-Inv Related-Located at Tualatin, OR-start date,07/19/2019-1hrs/mth 2)05/01/2024- DBA Goal Line Financial-DBA for LPL Business (entity for LPL business)-Inv Related-At the reported business location(s)-start date, 05/16/2024 3)05/01/2024-Ordained Minister-Perform weddings and funerals-Not Inv Related-At Tualatin, OR-start date,12/20/2009-3hrs/m
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-15 |
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