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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-14 |
| 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 |
|---|---|---|---|---|
| Lpl Financial | Portland | OR | 11/2010 | 09/2017 |
| Ameriprise Financial Advisors Inc. | Tualatin | OR | 09/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Tualatin | OR | 03/2020 | 05/2024 |
| Lpl Financial | Tualatin | OR | 05/2024 | Present |
1. 05/16/2024 - Goal Line Financial - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/16/2024 - 0 Hrs/Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-12 |
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