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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-20 |
Branch Locations
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Lake Oswego | OR | 09/2011 | 03/2017 |
| Susan Yesilada | Lake Oswego | OR | 03/2017 | 05/2018 |
| Kristopher Sleeman | Lake Oswego | OR | 03/2017 | 05/2018 |
| Waddell & Reed, Inc. | Lake Oswego | OR | 03/2017 | 05/2018 |
| Unemployed | Beaverton | OR | 05/2018 | 07/2018 |
| Waddell & Reed, Inc. | Tigard | OR | 07/2018 | 07/2021 |
| James Strauch | Lake Oswego | OR | 07/2018 | 07/2021 |
| Christine Over | Lake Oswego | OR | 07/2018 | 01/2019 |
| Various Insurance Carriers For W & R Insurance Agencies | Portland | OR | 07/2017 | 07/2021 |
| Over & Strauch | 5335 Meadows Road, Suite | OR | 06/2018 | 07/2021 |
| Sara Rhodes | Lake Oswego | OR | 12/2018 | 12/2020 |
| Sara Blanchard | Tigard | OR | 12/2020 | 12/2022 |
| Lpl Financial, Llc | Tigard | OR | 07/2021 | 04/2022 |
| Jurgens Park Senior Living | Tualatin | OR | 10/2024 | 12/2024 |
| Lpl Financial | Portland | OR | 01/2025 | Present |
| Sara Blanchard Family | Tigard | OR | 04/2022 | 10/2024 |
1) 01/2025 - Bridgetown Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (700 NE Multnomah St. Suite 820, Portland, OR 97232) 160 Hrs per month - 100% Time Spent, Position: Administrative Associate, Duties: front desk management, scheduling appointments, appointment reminders, office upkeep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
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