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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-06-03 |
| UT | RA | APPROVED | 2018-09-27 |
Branch Locations
2625 Sw 17Th Pl, Redmond, OR 97756 • United States
557 Sw Bluff Dr, Bend, OR 97702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. George | UT | 05/2017 | 09/2018 |
| Bank Of America, N.A. | St. George | UT | 11/2017 | 09/2018 |
| Lpl Financial Llc | Layton | UT | 09/2018 | Present |
| Mid Oregon Federal Cu | Bend | OR | 06/2022 | Present |
1. 07/25/2022 - Mid Oregon Wealth Management Retirement and Investment Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/16/2022 - 40 Hours Per Month/0 Hours During Securities Trading. 2. 09/24/2025 - Three Sisters Coast - Real Estate Rental - Inv rel -Lincoln City OR - Start date: 04/23/2025 - 2 hrs/mnth 0hr during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-17 |
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