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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-05 |
| OR | RA | APPROVED | 2021-06-22 |
| ID | RA | APPROVED | 2021-06-21 |
Branch Locations
7185 Sw Sandburg St. Suite 200, Tigard, OR 97223 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Lake Oswego | OR | 03/2012 | 06/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2021 |
| Lpl Financial | Tigard | OR | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1)06/16/2021 - North Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2021 - 160 Hr/Mth 2)06/16/2021 - Minervini Investments LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 06/2021 3)06/16/2021 - SOCORRO - part time CFO - Non-Inv Rel - Hailey, ID - Start: 06/2021 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-19 |
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