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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-05 |
| OR | RA | APPROVED | 2022-06-13 |
Branch Locations
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgetown Wealth Management | Portland | OR | 02/2022 | Present |
| Lpl Financial Llc | Portland | OR | 01/2022 | Present |
| Mcmenamins | Hillsboro | OR | 06/2021 | Present |
| Unemployed | Hillsboro | OR | 01/2021 | 06/2021 |
| Portland State University | Portland | OR | 01/2020 | 12/2020 |
| Oil Re-Refining Company, Inc | Portland | OR | 10/2009 | 01/2020 |
1)04/07/2022 - BRIDGETOWN WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-25 |
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