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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-17 |
Branch Locations
18861 Sw Martinazzi Ave # 215, Tualatin, OR 97062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landlord | Beaverton | OR | 10/2011 | Present |
| Crown Capital Securities, Lp | Orange | CA | 04/2014 | 04/2024 |
| Lpl Financial Llc | Portland | OR | 04/2024 | Present |
1. 04/17/2024 - Rental Property - Real Estate Rental - Owner - Investment Related - Charlotte, NC - Start Date 08/1/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-21 |
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