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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-24 |
| OR | RA | APPROVED | 2024-05-01 |
Branch Locations
12901 Se 97Th Ave Ste 410, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 03/2010 | 05/2024 |
| Lpl Financial Llc | Clackamas | OR | 05/2024 | Present |
(1) 05/01/2024 - Non Variable Insurance Trails Only - Non Variable Insurance Trails Only - Investment Related - At Reported Business Location(s) - Start Date 10/1/2010 (2) 05/01/2024 - LISHKA FINANCIAL - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 3/1/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-24 |
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