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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-04 |
| TX | RA | APPROVED | 2024-12-04 |
Branch Locations
8100 Sw Nyberg Road Ste 295, Tualatin, OR 97062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2016 | 12/2024 |
| Lpl Financial | Tualatin | OR | 12/2024 | Present |
1- 12/2024 / David Clark Wealth Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 100 hrs during trading / At reported business location(s) 2- 12/2024 / Oregon Hockey Officials Association / Coach/Sport/Fitness / Not Investment Related / 16 hrs mth / Portland, OR / Start date: 02/15/2024 3- 09/02/2025- Winterhawks Youth hockey association- Other - Coaching Youth Hockey- Not INV Related- At Beaverton, OR- Start date 09/02/2025- 28 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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