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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| OR | RA | APPROVED | 2025-10-27 |
Branch Locations
1124 Cornucopia St Nw, Ste 101, Salem, OR 97304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traveling And Playing Soccer | Atlanta | GA | 05/2016 | 01/2017 |
| Epiq Systems | Beaverton | OR | 01/2017 | 04/2017 |
| Pearson Financial Group | Lake Oswego | OR | 04/2017 | 04/2023 |
| Lpl Financial Llc | Lake Oswego | OR | 02/2018 | 09/2020 |
| Sagepoint Financial, Inc. | Lake Oswego | OR | 06/2022 | 04/2023 |
| Ameriprise Financial Services, Llc | Portland | OR | 05/2023 | 04/2025 |
| Lpl Financial | Salem | OR | 05/2025 | Present |
1. 06/02/2025- Financial Freedom Wealth Management Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s)- 160 Hrs Per Mnth/20 Hrs During Trading- Start Date 05/19/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-24 |
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