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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 | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Portland | OR | 12/2003 | 07/2021 |
| Various Insurance Carriers Of W & R Insurance Agencies | Portland | OR | 05/2004 | 07/2021 |
| M & J Group Inc. | Portland | OR | 11/2015 | 07/2021 |
| Bridgetown Wealth Management (Dba) | Portland | OR | 12/2017 | 07/2021 |
| Cole Mills | Portland | OR | 09/2018 | 07/2021 |
| Friends Of The Children | Portland | OR | 09/2016 | 07/2021 |
| Lpl Financial Llc | Portland | OR | 07/2021 | Present |
1) 01/01/2014 - DBA for LPL Business (entity for LPL business) / Bridgetown Wealth Management / Investment Related / Portland, OR 97232 2) 01/01/2014 - Business Entity For Tax/Investment Purposes Only / M & J Group Inc. / Not Investment Related / Portland, OR 97232 3) 07/22/2021 - Non-Variable Insurance / Jacob Mills / Investment Related / 0Hrs/Mo / Portland, OR 97232
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-24 |
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