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1915 Ne Stucki Avenue Ste 308, Hillsboro, OR 97006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-07 |
| OR | RA | APPROVED | 2026-02-23 |
Branch Locations
1915 Ne Stucki Avenue Ste 308, Hillsboro, OR 97006 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Beaverton | OR | 05/2015 | Present |
| Cross Financial Advisors, Llc | Beaverton | OR | 05/2017 | 02/2026 |
| Rock Creek Wealth Management, Llc | Hillsboro | OR | 09/2025 | Present |
Name of Other Business: Robert Morrison, licensed insurance agent; Investment-related: Yes; Address of Other Business: 1915 NE Stucki Avenue, Suite 308, Hillsboro, OR 97006; Nature of Other Business: Insurance product sales and service; Position: Principal; Title or Relationship with Other Business: Owner; Start Date: 10/2008; Approximate Hours Per Month Devoted to Other Business: 5; Approximate Hours Per Month Devoted to Other Business During Trading Hours: 2; Duties: Sales and services of insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-28 |
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