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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-05-06 |
| TX | RA | APPROVED | 2022-05-05 |
Branch Locations
310 Nw 7Th Street, Corvallis, OR 97330 • United States
480 Snith Street, Harrisburg, OR 97446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Corvallis | OR | 12/2014 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 03/2017 | 05/2022 |
| Lpl Financial Llc | Corvallis | OR | 01/2022 | Present |
1) 5/2022- Northwest Financial Group, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Corvallis, OR 2) 5/2022- Embedded Solutions- Engineering- co-owner- non-inv. related- 24631 DAISY DR PHILOMATH, OR 97370- start date - 4/11/2013- 1hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-27 |
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