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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED_RES | 2023-06-27 |
| WA | RA | APPROVED | 2022-05-18 |
Branch Locations
950 Nw Eastman Pkwy, Gresham, OR 97030 • United States
800 Se 192Nd Ave, Vancouver, WA 98683 • United States
9917 Ne Cascades Pkwy, Portland, OR 97220 • United States
9200 Se 82Nd Ave, Clackamas, OR 97086 • United States
3355 N Williams, Portland, OR 97227 • United States
1855 Ne 106Th Ave, Hillsboro, OR 97006 • United States
1615 Se Bybee Blvd, Portland, OR 97202 • United States
3280 Market St Ne, Salem, OR 97301 • United States
7717 Sw Capitol Hwy, Portland, OR 97219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Invesmtent Services, Inc | Atlanta | GA | 07/2008 | 01/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 07/2019 |
| Suntrust Investment Services, Inc | Cumming | GA | 01/2018 | 07/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2019 | Present |
| Cuna Mutual Group | Waverly | IA | 07/2019 | Present |
| Lpl Financial Llc | Clackamas | OR | 05/2022 | Present |
1. 10/03/2022 - Unitus Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/01/2022 - 160 Hours Per Month/6 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-10 |
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