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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-30 |
Branch Locations
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon Soccer Center | Clackamas | OR | 12/2017 | 12/2021 |
| Evg Group Inc. | Hillsboro | OR | 11/2024 | 01/2025 |
| Taplandia Taphouse | Tigard | OR | 09/2024 | 07/2026 |
| Oregon State University Uhds | Corvallis | OR | 10/2022 | 12/2022 |
| La Salle Catholic College Preparatory | Milwaukie | OR | 09/2014 | 06/2019 |
| University Of Memphis | Memphis | TN | 08/2019 | 05/2020 |
| Oregon State University | Corvallis | OR | 09/2020 | 09/2023 |
| University College Dublin | Dublin | 08/2023 | 09/2024 | |
| Osaic Wealth, Inc. | Scottsdale | AZ | 03/2025 | 07/2025 |
| Raymond James Financial Services, Inc. | Hillsboro | OR | 08/2025 | 07/2026 |
| Raymond James Financial Services Advisors, Inc. | Hillsboro | OR | 08/2025 | 07/2026 |
| First Tech Federal Credit Union | Hillsboro | OR | 08/2025 | 07/2026 |
| Lpl Financial Llc | Portland | OR | 07/2026 | Present |
1. 07/2026 – Bridgetown Wealth Management – DBA for LPL Business (entity for LPL business)– Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 7/31/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
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