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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-20 |
Branch Locations
1915 Broadway Street, Baker City, OR 97814 • United States
181 N. Grant St., Suite 214, Canby, OR 97013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Portland | OR | 01/2011 | 05/2022 |
| Lincoln Financial Securities Corporation | Beaverton | OR | 05/2022 | 04/2024 |
| Lpl Financial | Beaverton | OR | 04/2024 | Present |
1)03/25/2024 - Oregon Trail Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2024 - 120 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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