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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-05 |
| OR | RA | APPROVED | 2021-07-26 |
Branch Locations
10121 Se Sunnyside Rd, Ste 320, Clackamas, OR 97015 • United States
10121 Se Sunnyside Rd Ste 320, Clackamas, OR 97015 • United States
555 Se Martin Luther King Blvd Suite 3071, Portland, OR 97214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Of North America | Portland | OR | 02/2014 | 03/2017 |
| Pensionmark Securities, Llc | Honolulu | HI | 09/2017 | 11/2017 |
| Unemployment | Portland | OR | 03/2017 | 09/2017 |
| Raymond James Financial Services, Inc | Portland | OR | 12/2017 | 07/2021 |
| Onpoint Community Credit Union | Portland | OR | 12/2017 | 07/2021 |
| Raymond James Fianncial Services Advisor, Inc | Portland | OR | 12/2017 | 07/2021 |
| Warren Prototype, Llc. | Portland | OR | 06/2018 | 12/2018 |
| Lpl Financial Llc | Clackamas | OR | 07/2021 | Present |
1)07/01/2021 - BYRD FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2021 2)07/01/2021 - Owner, Real Estate - Inv Rel - Portland, OR - Start: 06/2018 - 2 Hr/Mth 3)11/30/2021 - Ibera Family Properties, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 2/1/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 4) 12/30/2021 - Manao Wealth Strategies, LLC - Not Investment Related - At Reported Business Location(s) - Start Date: 01/03/2022 - 40 Hours Per Month/20 Hours During Securities Trading. 5) 02/16/2022- No Business Name- Not Investment Related - At Reported Business Location(s )- Other - Notary - Start Date - 02/01/2022 - 3 Hours Per Month/3 Hours During Securities Trading. 6) 08/09/2022- Manao Wealth Strategies, LLC-Investment Related- At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date- 08/15/2022- 200 Hours Per Month/ 130 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-13 |
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