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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED | 2021-11-29 |
Branch Locations
5200 Meadows Rd Ste 150, Lake Oswego, OR 97035 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Portland | OR | 07/2010 | 11/2021 |
| Lpl Financial, Llc | Lake Oswego | OR | 11/2021 | Present |
1. 01/01/2010 - ISAAC SAMSA/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ LAKE OSWEGO, OR 2. 11/29/2021 - PRIDE FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ LAKE OSWEGO, OR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-05 |
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