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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED_RES | 2024-10-09 |
Branch Locations
1500 Valley River Dr Ste 300, Eugene, OR 97401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 02/2005 | 11/2020 |
| Securities America, Inc. | Eugene | OR | 11/2020 | 06/2024 |
| Securities America Advisors, Inc. | Eugene | OR | 11/2020 | 06/2024 |
| Arbor Point Advisors | Eugene | OR | 11/2020 | 10/2024 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 10/2024 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 10/2024 |
| Lpl Financial, Llc | Eugene | OR | 10/2024 | Present |
1) 09/2024 - CloverLeaf Investments / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-03 |
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