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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-10 |
Branch Locations
4550 Kruse Way Plz. Suite 110, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pete'S Mountain Wealth Management | Lake Oswego | OR | 06/2021 | 03/2024 |
| Cetera Advisor Networks | El Segundo | CA | 05/2021 | 01/2022 |
| Oregon Trial Lawyers Association | Portland | OR | 11/2016 | 06/2021 |
| Brad Avakian For Secretary Of State | Portland | OR | 08/2016 | 11/2016 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2022 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Lpl Enterprise Llc | Lake Oswego | OR | 11/2025 | Present |
1. 10/28/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Portland, OR - INV REL - Start Date 10/28/2025 - 160hrs/mth | 160hrs during trading. 2. 10/28/2025 - JACOB MARTIN HESSEL N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Portland, OR - INV REL - Start Date 10/28/2025 - 160hrs/mth | 160hrs during trading. 3. 10/28/2025 - Hessel Financial LLC - DBA for LPL Business (entity for LPL business) - Portland, OR - INV REL - Start Date 11/10/2025 - 160hrs/mth | 150hrs during trading. 4. 11/21/2025-Hessel Financial LLC-Financial Advisor-Non-Variable Insurance-Inv related-At Portland, OR-Start date 09/01/2022-130hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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