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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Christian University | Eugene | OR | 07/2015 | 12/2016 |
| Keith Dragoo | Corvallis | OR | 09/2018 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Corvallis | OR | 09/2018 | 06/2025 |
| New York Life Insurance Company | Eugene | OR | 05/2016 | 08/2018 |
| Cue Consulting Llc | Springfield | OR | 05/2016 | 09/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2019 | 06/2025 |
| Oregon State Credit Union | Corvallis | OR | 07/2025 | Present |
| Lpl Financial Llc | Corvallis | OR | 07/2025 | Present |
1)07/01/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name OSCU Wealth Management - Inv Rel - At Reported Business Location(s) 2)07/01/2025 - Notary - State of Oregon - Inv Rel - Start: 01/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-29 |
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