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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-09-20 |
Branch Locations
9200 Se Sunnybrook Blvd. #220, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Clackamas | OR | 09/2018 | Present |
| Lake Oswego Hunt | Lake Oswego | OR | 05/2016 | 05/2018 |
| Self Employed | Portland | OR | 06/2018 | 12/2018 |
1) 04/16/2024 - Notary - OR 97015 - Investment related - 1 Hour per month - Start date: 03/19/2019. 2) 04/16/2024 - Seasons Financial Group, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-07 |
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