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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-28 |
Branch Locations
4949 Meadows Rd Ste 350, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services, Inc. | Portland | OR | 01/2021 | Present |
| Bank Of The West | Portland | OR | 01/2021 | Present |
| Bank Of The West | Gresham | OR | 06/2017 | 12/2020 |
| Landmark Tax And Investment Services | Gresham | OR | 09/2016 | 04/2017 |
| Lpl Financial Llc | Lake Oswego | OR | 07/2023 | Present |
1. 05/01/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Notary - Start Date 08/26/2022 - 0 Hours Per Month/ During Trading - Time Spent 1% 2. 05/10/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-27 |
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