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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-12 |
| OR | RA | APPROVED | 2021-08-02 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
6830 Sw Atlanta, Suite 203, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Tigard | OR | 04/2007 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Gresham | OR | 08/2007 | 07/2021 |
| M & J Group, Inc | Portland | OR | 01/2014 | 07/2021 |
| Felipe Joseph Jasso | Gresham | OR | 01/2007 | 07/2021 |
| Ethos Inc. | Portland | OR | 12/2016 | 08/2020 |
| Bridgetown Wealth Management (Dba) | Portland | OR | 01/2017 | 07/2021 |
| Cole Mills | Portland | OR | 09/2018 | 07/2021 |
| Felipe Joseph Jasso | Gresham | OR | 07/2020 | 07/2021 |
| Ethos Inc. | Portland | OR | 08/2020 | 07/2021 |
| Lpl Financial Llc | Portland | OR | 07/2021 | Present |
1) 11/04/2021 - DBA for LPL Business (entity for LPL business) - Bridgetown Wealth Management - Investment Related - Portland, OR 97232 - Start Date: 2016 - 4 Hrs/Mth - 0 Hrs During Trading. 2) 11/04/2021- Business Entity For Tax/Investment Purposes Only - M & J Group, Inc - Not Investment Related - Portland, OR 97232 -Start Date: 1/1/2014 - 2 Hrs/Mth - 0 Hrs During Trading. 3) 11/04/2021- Real Estate Rental - Rental Property - Investment Related - 780 SE Francis Ave Gresham, OR 97030 - Start Date: 6/2020 - 2 Hrs/Mth - 0 Hrs During Trading. 4) 11/04/2021- Other - Felipe Joseph Jasso - Not Investment Related - Gresham, OR 97030 - Start Date: 1/1/2010 - 5 Hrs/Mth - 0 Hrs During Trading 5) 2/8/2022 - No Business Name - Investment Related - Mcminville, OR 97128 - Real Estate Rental - Owner/Partner - 1 Hours Per Month/0 Hours During Securities Trading. 6) 03/10/2025 - Winter Creek Vinyard LLC - Not Investment Related - Other - Real Estate LLC - Newberg, OR - Start Date:02/03/2025 - 2 Hrs/Mth - 0 Hrs During Trading. 7) 07/24/2025 - Oregon Executive Coaching - Not Investment Related - Other - Life Coach - Home Based - Start Date:08/01/2022 - 8 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-02 |
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