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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-05-14 |
Branch Locations
12665 Sw 69Th Ave. Suite 100, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewelling Ventures | Portland | OR | 09/2018 | Present |
| Columbia Bank | Molalla | OR | 10/2014 | 01/2017 |
| Columbia Bank | Canby | OR | 01/2017 | 09/2018 |
| Lpl Financial Llc | Portland | OR | 01/2020 | Present |
1) 12/2022 - U.S. INVESTORS INTERNATIONAL / DBA for LPL Business (entity for LPL business) / Investment Related / Portland, Oregon 2) 12/2022 - T.A.W. TRANSPORT, INC. / Business Owner / Not Investment Related / 4 Hours per month / 5 Time spent percent / 0 Hours during trading / Canby, Oregon 3) 12/2022 - Notary / Investment Related / 1 Hour per month / 2 Time spent percent / 0 Hours during trading / Portland, Oregon 4) 05/01/2025 - Diversified Brokerage Services (DBS) - Investment Related - Non-Variable Insurance - At reported business locations - Start Date:10/01/2024 - 5 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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