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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-09 |
| TX | RA | APPROVED_RES | 2023-10-27 |
Branch Locations
10220 Sw Greenburg Rd Ste 330 2 Lincoln Center, Portland, OR 97223 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Astoria | OR | 04/2006 | 10/2017 |
| Eagle Financial Consulting | Astoria | OR | 04/2006 | 10/2023 |
| Securities America, Inc. | Portland | OR | 10/2017 | 10/2023 |
| Securities America Advisors | Portland | OR | 10/2017 | 10/2023 |
| Lpl Financial Llc | Portland | OR | 10/2023 | Present |
1- 09/2023 / Eagle Financial Consulting / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading / start date 8/3/2023 2- 09/2023 / Eagle Financial Counsulting / Non-Variable Insurance / Investment Related / 1 hrs mnth / start date 10/1/2006
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-14 |
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