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15 82Nd Drive Suite 220, Gladstone, OR 97027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-01-21 |
Branch Locations
15 82Nd Drive Suite 220, Gladstone, OR 97027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Academy Mortgage Corporation | Wilsonville | OR | 11/2016 | 10/2019 |
| Guild Mortgage Company | Wilsonville | OR | 11/2014 | 11/2016 |
| Lpl Financial, Llc | Gladstone | OR | 10/2019 | Present |
| Newbore Wealth Management, Inc | Gladstone | OR | 11/2019 | Present |
1. 03/13/2020 - Bacon Newbore Financial Consultants, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/29/2021 -Newbore Wealth Management Inc - DBA: (Hybrid) CCCU Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/16/2020 - 32 Hours Per Month During Securities Trading - I provide investment advisory services through Newbore Wealth Management Inc, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 5/7/2021 - CCCU Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2021 - 60 Hours Per Month During Securities Trading. 4. 5/19/2021 - Newbore Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2020 - 100 Hours Per Month During Securities Trading. 5. 09/26/2022 - Beacon Property Group LLC - Investment Related - Milwaukie OR 97267 - Real Estate Rental - Owner - Start Date - 03/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
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