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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-05 |
| OR | RA | APPROVED | 2023-05-05 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Woodburn, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Portland | OR | 05/2016 | 06/2018 |
| U.S. Bancorp Investments, Inc. | Portland | OR | 05/2016 | 06/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2018 | 06/2019 |
| Selco Community Credit Union | Portland | OR | 07/2018 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 09/2019 | 02/2022 |
| Tiaa | Oregon City | OR | 02/2022 | 04/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Oregon City | OR | 02/2022 | 04/2023 |
| Lpl Financial Llc | Sandiego | CA | 04/2023 | Present |
1- 12/05/2024 - Kaplan University - Outside/W-2 Employment - Investment Related - Portland, OR - Start Date 11/01/2019 - 10-12 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
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