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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-19 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Occu | Eugene | OR | 08/2016 | 12/2023 |
| Securities America, Inc. | Eugene | OR | 03/2022 | 12/2023 |
| Securities America, Inc. | Eugene | OR | 03/2024 | 06/2024 |
| Securities America Advisors | Eugene | OR | 03/2024 | 06/2024 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 05/2025 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 05/2025 |
| Lpl Financial | Eugene | OR | 05/2025 | Present |
1. Start Date: 05/19/2025 - Hyster Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - Eugene, OR 97401 - 160 Hrs/Mth - 5 Hrs During Trading. - Time Spent: 0 2. Start Date: 08/28/2025 - Hyster Financial Group - Notary - Investment Related - Eugene OR 97401 - 160 Hrs/Mth - 5 Hrs During Trading. - Time Spent: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-10 |
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