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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-07 |
| OR | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
5550 South Macadam Ave Ste 120, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2013 | 05/2026 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2013 | 05/2026 |
| Finity Group, Llc | Seattle | WA | 11/2011 | Present |
| Lpl Financial | Portland | OR | 05/2026 | Present |
1. 4/2026 - Finity Operations, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 05/07/2026 2. 4/2026 - Finity Group LLC - Non-Variable Insurance - INV REL - 10 Hour(s)/Month - 2 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 01/02/2012 3. 4/2026 - Financial Planning Basics for Doctors - Author - INV REL - 0 Hour(s)/Month - 0 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 01/01/2016 4. 4/2026 - Finity Group LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
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