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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-13 |
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 |
|---|---|---|---|---|
| Just Kids Skill Camps | Portland | OR | 06/2021 | 08/2024 |
| Stoler Middle School | Portland | OR | 08/2014 | 06/2017 |
| Sunset High School | Portland | OR | 08/2017 | 06/2021 |
| Oregon State University | Portland | OR | 09/2021 | 06/2025 |
| Unemployed | Portland | OR | 07/2025 | 01/2026 |
| Lpl Enterprise Llc | Lake Oswego | OR | 01/2026 | Present |
1. 01/27/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Portland OR - OBA start date: 01/23/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 01/27/2026 - Drew Bergemann N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Portland OR - OBA start date: 01/23/2026 - 160 Hrs/Mth - 160 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
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