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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-10 |
| OR | RA | APPROVED | 2021-08-02 |
Branch Locations
700 Ne Multnomah St Ste 810, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Portland | OR | 02/2005 | 07/2021 |
| Various Insurance Carriers Of W & R Insurance Agencies | Portland | OR | 05/2005 | 07/2021 |
| Self | Portland | OR | 10/2014 | 07/2021 |
| The Aletheia Group | Portland | OR | 07/2015 | 07/2021 |
| Irish & Charuhas Llc | Portland | OR | 03/2017 | 07/2021 |
| Lpl Financial Llc | Portland | OR | 07/2021 | Present |
(1). 12/28/2021 - Irish & Charuhas Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 7/23/2021 - 1 Hours Per Month/0 Hours During Securities Trading. (2). 12/31/2021 - Irish and Charuhas LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 1/1/2017 - 1 Hours Per Month/0 Hours During Securities Trading - LPL Commissions are deposited into this Business Name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-09 |
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