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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-08 |
| OR | RA | APPROVED | 2025-03-08 |
Branch Locations
16083 Sw Upper Boones Ferry Rd Ste 250, Tigard, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Beaverton | OR | 09/2011 | 03/2019 |
| Lpl Financial Llc | Kansas City | MO | 03/2019 | Present |
103/25/2019 - Firenze Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-23 |
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