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4120 Se International Way Suite A209, Milwaukie, OR 97222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2011-03-24 |
Branch Locations
4120 Se International Way Suite A209, Milwaukie, OR 97222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Portland | OR | 09/2009 | Present |
| Meridian Financial Group, Inc. | Portland | OR | 02/1999 | Present |
1. 3/30/2010 - NON-VARIABLE INSURANCE/SELL TERM LIFE INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE AND FIXED ANNUITIES. 3% OF TIME 2. 6/23/2010 - RIA/MERIDIAN FINANCIAL GROUP, INC./(HYBRID RIA) PROVIDE FINANCIAL PLANS AND ADVICE FOR HOURLY AND FIXED FEES. 2% OF TIME. 3. 10/20/2010 - REAL ESTATE RENTAL, RENTAL HOUSE, 3%. 4. 12/17/2012: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) / MERIDIAN FINANCIAL GROUP, INC. / MILWAUKIE, OR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-22 |
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