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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
200 Se Park Plaza Dr, Vancouver, WA 98684 • United States
271 C Street, Washougal, WA 98671 • United States
3501 Se 192Nd Ave, Vancouver, WA 98683 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beech Creek Financial Group | Portland | OR | 07/2015 | 02/2020 |
| Voya Financial Advisors | Portland | OR | 01/2016 | 09/2016 |
| Ameriprise Financial Services, Llc | Portland | OR | 02/2020 | 08/2022 |
| Ameriprise Financial Services, Llc | Portland | OR | 10/2022 | 06/2023 |
| Country Financial | Woodland | WA | 07/2023 | 09/2023 |
| Unemployed | Woodland | WA | 10/2023 | 01/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2024 | 05/2025 |
| Columbia Credit Union | Vancouver | WA | 02/2024 | Present |
| Lpl Financial Llc | Vancouver | WA | 05/2025 | Present |
1- 06/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Columbia Invest and Insure - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-10 |
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