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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-03 |
| OR | RA | APPROVED | 2021-07-22 |
Branch Locations
6830 Sw Atlanta St, Ste 200, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Over And Strauch | Tigard | OR | 10/2020 | Present |
| Northwest Global Connections | Eugene | OR | 01/2020 | 04/2020 |
| Takodas Restaurant | Rainbow | OR | 06/2016 | 10/2017 |
| Living Water Family Fellowship | Blue River | OR | 12/2015 | 10/2020 |
| Waddell & Reed | Tigard | OR | 05/2021 | 07/2021 |
| Living Water Family Fellowship | Blue River | OR | 12/2015 | Present |
| Lpl Financial, Llc | Tigard | OR | 07/2021 | Present |
1. 10/25/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 12/19/2020 - 1 Hour Per Month During Securities Trading - Notary in the State of Oregon. 2. 11/16/2022 - TruLife Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/30/2022 - 40 Hours Per Month/30 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-19 |
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