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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
| OR | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
5550 South Macadam Ave. Suite 120, Portland, OR 97239 • United States
5550 South Macadam Ave Ste 120, Portland, OR 97239 • United States
Sacramento, CA • United States
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2020 | 04/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | 05/2026 |
| George Fox University & Dominos Pizza | Newberg | OR | 08/2016 | 05/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | 05/2026 |
| Lpl Financial Llc | Portland | OR | 04/2026 | Present |
1. 4/2026 - Finity Operations, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 05/07/2026 2. 4/2026 - Finity Group, LLC - Non-Variable Insurance - INV REL - 10 Hour(s)/Month - 1 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 11/01/2011 3. 4/2026 - Finity Group, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 07/01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-24 |
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