Devin Nathaniel Moran

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 07/2022
  Ameriprise Financial Services, Inc.
  Portland, OR
• 08/2022 → Present
  Lpl Financial
  Vancouver, WA

Previous Registrations

• 2021-03-10 → 2022-09-01
  Ameriprise Financial Services, Llc
  Portland, OR
  Portland, OR

Other Businesses

1- 08/2022 / Rubino Skedsvold Moran & Associates / DBA for LPL Business (entity for LPL business) / Investment Related / Portland, OR 97214 2- 08/26/2022 - Real Estate Rental / Investment Related / Vancouver, WA 98661/ Start Date 04/2011 3- 08/26/2022 - Ohenlie Property Group, LLC / Real Estate Rental / Investment Related / Scaptoose,OR / Start Date12/2020 4- 05/13/2024 - RSMA Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - 975 SE Sandy Blvd, Suite 210 Portland, OR 97214 - Start Date 05/01/2024 - 0hrs/mths 5- 07/24/2024 - Four Peaks Property Group, LLC - Other - LLC - Partner/ Owner - Investment Related - Forest Grove, OR - Start Date 09/05/2017 - 10 Hours Per Month/ 0 Hours During Trading 6- 06/30/2026 - Rubino, Skedsvold, Moran and Associates, Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/25/2026- 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-12-02

Other Names

• Devin No Moran