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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
| WA | RA | APPROVED | 2026-05-07 |
Branch Locations
5550 South Macadam Ave Ste 120, Portland, OR 97239 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5550 South Macadam Ave. Suite 120, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance | St. Paul | MN | 10/2011 | Present |
| Securian Financial Services, Inc | St. Paul | MN | 10/2011 | Present |
| North Star Resource Group | Seattle | WA | 10/2011 | Present |
| Cri Securities | St. Paul | MN | 10/2011 | 04/2026 |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2013 | 04/2026 |
| Finity Group, Llc | Portland | OR | 02/2013 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2013 | 04/2026 |
| Lpl Financial Llc | Portland | OR | 05/2026 | Present |
1. 04/2026 - Finity Operations, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland, OR, 97239 - OBA Start Date: 05/07/2026 2. 04/2026 - Finity Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 05/07/2026 3. 04/2026 - Rental Property - Real Estate Rental - Inv Related - 3 Hour(s)/Month - 0 Hour(s) During Trading - Kirkland, WA, 98034 - OBA Start Date: 11/01/2020 4. 04/2026 - Finity Group, LLC - Non-Variable Insurance - Inv Related - 20 Hour(s)/Month - 10 Hour(s) During Trading - Portland, OR, 97239 - OBA Start Date: 11/01/2011
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-03 |
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