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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renew | Cotter | AR | 01/2015 | 12/2020 |
| Sonospine | Cotter | AR | 01/2021 | 10/2021 |
| Laserscopic | Cotter | AR | 01/2021 | 10/2021 |
| Usps | Lake Grove | OR | 10/2021 | 11/2021 |
| Usps | Lake Bay | WA | 11/2021 | 01/2022 |
| Self Employed | Oregon City | OR | 02/2022 | 06/2022 |
| Triad Advisors | Norcross | GA | 07/2022 | 01/2024 |
| Triad Hybrid Solutions | Norcross | GA | 08/2022 | 01/2024 |
| Unitus Credit Union | Tigard | OR | 03/2024 | Present |
| Lpl Financial Llc | Tigard | OR | 03/2024 | Present |
1-03/2024 / Unitus Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-18 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-24 |
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