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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oregon Parks Forever | Portland | OR | 05/2024 | 08/2024 |
| Portland Pickles Baseball | Portland | OR | 05/2021 | 08/2025 |
| Rei | Clackamas | OR | 05/2022 | 08/2023 |
| Pdx Reign Basketball | Portland | OR | 04/2022 | 08/2022 |
| The State Restaurant | Rancho Cucamonga | CA | 09/2022 | 04/2023 |
| University Of Redlands | Redlands | CA | 09/2021 | 04/2025 |
| Sugarpine Drive-In | Troutdale | OR | 07/2019 | 09/2019 |
| Kroger | Gresham | OR | 05/2020 | 08/2020 |
| Crooks & Company Financial Management | Oregon City | OR | 06/2025 | Present |
| Lpl Financial | Oregon City | OR | 06/2025 | Present |
| Sam Barlow High School | Gresham | OR | 09/2017 | 06/2021 |
| West Orient Middle School | Gresham | OR | 09/2014 | 06/2017 |
1) 10/2025 - CROOKS & COMPANY FINANCIAL MANAGEMENT, INC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 30 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-17 |
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