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11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-06-22 |
Branch Locations
11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States
307 E 2Nd Street Suite 100, Newberg, OR 97132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Fox University | Newberg | OR | 08/2017 | 05/2021 |
| Unemployed | Steamboat Springs | CO | 12/2012 | 08/2017 |
| Lyda Financial | Newberg | OR | 08/2020 | Present |
| Lpl Financial Llc | Newberg | OR | 07/2020 | 11/2021 |
| Lpl Financial Llc | Newberg | OR | 11/2021 | Present |
| Cross Financial Advisors | Newberg | OR | 05/2022 | Present |
1)11/2021- Lyda Financial- DBA for LPL Business (entity for LPL business)- inv. related- NEWBERG, OR 2) 1/14/2021- KARI BILLETTE - Notary- inv. related - NEWBERG, OR -1hrs/mth 3) I am co-owner of my and my husband's concrete construction business. I work approximately 5-8 hours a month, paying bills, payroll, and quickbooks entries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-03 |
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