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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-07-19 |
Branch Locations
2495 Nw Town Center Drive, Beaverton, OR 97006 • United States
9950 Sw Nimbus Ave, Beaverton, OR 97008 • United States
16555 Boones Ferry Rd Ste 100, Lake Oswego, OR 97035 • United States
7925 Sw Nyberg Road, Tualatin, OR 97062 • United States
1926 Pacific Ave, Forest Grove, OR 97116 • United States
1301 Mollala Avenue, Oregon City, OR 97045 • United States
4949 Meadows Rd Ste 350, Lake Oswego, OR 97035 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Wilsonville | OR | 02/2003 | 07/2018 |
| Wells Fargo Advisors Llc | Canby | OR | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Canby | OR | 11/2016 | 07/2018 |
| Bancwest Investment Services, Inc. | Portland | OR | 07/2018 | 07/2023 |
| Bmo Bank Na | Portland | OR | 07/2018 | Present |
| Lpl Financial Llc | Lake Oswego | OR | 07/2023 | Present |
1. 04/27/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/2023 2. 04/27/2023 - BMO Bank NA - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Advisor - Start Date 02/01/2023 - 160 Hours Per Month/ 8-5 Hours During Securities Trading - Time Spent 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-21 |
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