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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-04 |
| WA | RA | APPROVED | 2025-11-04 |
Branch Locations
4550 Kruse Way Plz. Suite 110, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Progressive Turnout Project | Flagstaff | AZ | 08/2024 | 11/2024 |
| Hu Hot Flagstaff | Flagstaff | AZ | 05/2021 | 06/2022 |
| Satchmo's Bbq | Flagstaff | AZ | 08/2023 | 10/2023 |
| Lpl Enterprise Llc | Lake Oswego | OR | 10/2025 | Present |
| Unemployed | Flagstaff | AZ | 09/2015 | 06/2019 |
| Coconino County | Flagstaff | AZ | 06/2019 | 08/2019 |
| Unemployed | Flagstaff | AZ | 11/2024 | 10/2025 |
| Unemployed | Flagstaff | AZ | 10/2023 | 08/2024 |
| Coconino County Community College | Flagstaff | AZ | 08/2019 | 08/2021 |
| Northern Arizona University | Flagstaff | AZ | 08/2021 | 08/2023 |
| Arizona State University | Flagstaff | AZ | 08/2023 | 05/2025 |
1. 10/03/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Vancouver, WA - Start Date 09/25/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 10/03/2025 - ALEXANDER CULHANE N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Vancouver, WA - Start Date 09/25/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 07/22/2026-Oswego Legacy Partners-Partner, Wealth Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/13/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-03 |
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