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Sierra Melody Muecke

LPl Financial LLC

Portland, OR

CRD 6675405

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-14
OR RA APPROVED 2019-03-29
  • TX RA
    APPROVED_RES
    Since 2025-04-14
  • OR RA
    APPROVED
    Since 2019-03-29

Branch Locations

2701 Nw Vaughn St Ste 450, Portland, OR 97210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Beaverton OR 06/2016 12/2016
Foresters Financial Services Beaverton OR 12/2016 03/2019
Foresters Advisory Services Beaverton OR 07/2018 03/2019
Lpl Financial Llc Portland OR 03/2019 Present
  • 06/2016 → 12/2016
    Foresters Financial Services
    Beaverton, OR
  • 12/2016 → 03/2019
    Foresters Financial Services
    Beaverton, OR
  • 07/2018 → 03/2019
    Foresters Advisory Services
    Beaverton, OR
  • 03/2019 → Present
    Portland, OR
Previous Registrations
  • 2018-07-30 → 2019-03-29
    Foresters Advisory Services, Llc
    Beaverton, OR
Other Businesses

1) 4/16/2021 - Sierra Heights Wealth Management LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 10/1/2020 - 1 Hours Per Month/0 Hours During Securities Trading - For tax purposes only. 2) 10/28/2021 - Infinite Heights LLC - Investment Related - Portland, OR 97210 - Real Estate Rental - Start Date: 11/05/2021 - 8 Hours Per Month/0 Hours During Securities Trading - Primary residence with a short-term rental component. 3) 08/30/2022 - Infinite Heights Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/09/2022 - 240 Hours Per Month/120 Hours During Securities Trading 4) 02/11/2025 - Good Life IA - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/06/2025 - 5 Hrs/Mth - 3 Hrs During Trading. 5) 01/16/2026 - Highland Capital Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/06/2026 - 10 hours per month/ 0 hours during trading 6) 03/24/2026 - Infinite Heights Tax Strategies LLC - Tax Prep/Accounting/CPA - Not Investment Related - At Reported Business Location(s) - Start Date 03/23/2026 - 5 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-30
S63 Uniform Securities Agent State Law Examination 2016-08-15
  • S66 Uniform Combined State Law Examination
    2018-03-30
  • S63 Uniform Securities Agent State Law Examination
    2016-08-15
Other Names
  • Sierra Melody Swidrak

View on SEC IAPD

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