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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-01-03 |
| TX | RA | APPROVED | 2020-01-03 |
| WA | RA | APPROVED | 2020-01-03 |
Branch Locations
12665 Sw 69Th Ave. Suite 100, Tigard, OR 97223 • United States
1499 Se Tech Center Pl Ste 150, Vancouver, WA 98683-5529 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Vancouver | WA | 02/2009 | 01/2020 |
| Sagepoint Financial, Inc | Portland | OR | 02/2009 | 01/2020 |
| Lpl Financial, Llc | Portland | OR | 01/2020 | Present |
1.01/03/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name US Investors International /; Investment Related; at Reported Business Location(s); Start Date 12/24/2019; hrs/mth; hrs during trading 2.01/03/2020; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/24/2019; hrs/mth; hrs during trading 3.01/03/2020; Community College Instructor; Instructor; Investment Related; at Reported Business Location(s); Start Date 12/24/2019; 3hrs/mth; 0hrs during trading 4.01/03/2020; Lewelling Family LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 12/24/2019; 2hrs/mth; 0hrs during trading 5.06/09/2021; Omega Alpha, LLC; Real Estate Rental; Investment Related; 12665 SW 69th Avenue Tigard,OR; Start Date 05/20/2021; 10hrs/mth; 2hrs during trading 6.06/19/2021; Lewelling Ventures, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/20/2021; 30hrs/mth; 10hrs during trading 7.05/26/2026; Canby Planning Commission; Politics/ Government; Not Investment Related; Canby,OR; Start Date 05/11/2026; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-31 |
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