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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hms Insurance | Hunt Valley | MD | 12/2017 | 08/2019 |
| The Glatfelter Agency | York | PA | 02/2011 | 04/2017 |
| Unemployed | Corvallis | OR | 09/2019 | 01/2020 |
| Northwestern Mutual Investment Services, Llc | Corvallis | OR | 02/2020 | 02/2023 |
| Keith Dragoo | Corvallis | OR | 02/2020 | 02/2023 |
| Northwestern Mutual Wealth Dragoo Financial Group | Corvallis | OR | 02/2020 | 02/2023 |
| J.P. Morgan Securities Llc | Corvallis | OR | 02/2023 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | Corvallis | OR | 02/2023 | 03/2024 |
| Darden Restaurants, Inc | Corvallis | OR | 07/2017 | 12/2017 |
| Unemployed | York | PA | 05/2017 | 06/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2024 | 05/2025 |
| Oregon State Credit Union | Corvallis | OR | 03/2024 | Present |
| Lpl Financial Llc | Corvallis | OR | 05/2025 | Present |
1- 07/18/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name OSCU Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-19 |
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