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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance | Newport Beach | CA | 07/2010 | 02/2018 |
| Pacific Select Distributors | Newport Beach | CA | 07/2010 | 02/2018 |
| Securities America, Inc. | Eugene | OR | 03/2019 | 06/2024 |
| Unemployed | Eugene | OR | 03/2018 | 02/2019 |
| Securities America Advisors | Eugene | OR | 10/2020 | 06/2024 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 05/2025 |
| Osaic Wealth, Inc. | Eugene | OR | 06/2024 | 05/2025 |
| Lpl Financial | Eugene | OR | 05/2025 | Present |
1. Start Date: 05/19/2025 - Hyster Financial Group -DBA for LPL Business (entity for LPL business) - Investment Related - Eugene, OR 97401 - 160 Hrs/Mth - 80 Hrs During Trading - time Spent: 100 2. 07/13/2026 - Oregon Real Estate Agency - Teacher Paid by School or University - Investment Related - Eugene, OR - Start Date 06/11/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-11 |
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