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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-23 |
| OR | RA | APPROVED | 2021-08-02 |
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| UT | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
10700 Sw Beaverton Hillsdale Suite 200-11, Beaverton, OR 97005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lake Oswego | OR | 03/1999 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Beaverton | OR | 02/1999 | 07/2021 |
| Community Music Center | Portland | OR | 06/2014 | 07/2021 |
| Lpl Financial Llc | Beaverton | OR | 07/2021 | Present |
02/1999-PRESENT; VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE; BEAVERTON, OR; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT. 06/2014-PRESENT; COMMUNITY MUSIC CENTER; PORTLAND, OR; INVESTMENT RELATED:N; NON PROFIT; BOARD MEMBER; 4 HRS/MO; 0 SEC HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-21 |
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