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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
6830 Sw Atlanta St, Ste 200, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strauch Investments Llc | Portland | OR | 01/1994 | 07/2021 |
| Waddell & Reed, Inc. | Tigard | OR | 03/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Portland | OR | 08/2010 | 07/2021 |
| Dearborn Water Control District | Blue River | OR | 08/2011 | 11/2019 |
| Over & Strauch Inc | Lake Oswego | OR | 04/2013 | 01/2018 |
| Strauch Properties, Llc | Tigard | OR | 10/2019 | 07/2021 |
| Over And Strauch Team Inc | Lake Oswego | OR | 04/2013 | 07/2021 |
| Maia Coffee Roasting Llc | Wilsonville | OR | 03/2021 | 07/2021 |
| Lpl Financial Llc | Tigard | OR | 07/2021 | Present |
1. 10/22/2021 - OVER AND STRAUCH TEAM INC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 5 Hours Per Month During Securities Trading. 2. 12/28/2021 - Strauch Properties LLC - Investment Related - Tigard, OR 97223 - Real Estate Rental - Started 01/2020 - 3 Hours Per Month. 6. 01/14/2022 - Maia Coffee Roasting LLC - Not Investment Related - 29098 SW Costa Circle W, Wilsonville, OR 97070 - Business Owner - Start Date: 03/01/2021 - 1 Hours Per Month/1 Hour During Securities Trading. 3. 01/14/2022 - Maia Coffee Roasting LLC - Not Investment Related - 29098 SW Costa Circle W, Wilsonville, OR 97070 - Business Owner - Start Date: 03/01/2021 - 1 Hours Per Month/1 Hour During Securities Trading. 4. 10/19/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 10/17/2022 - 1 Hours Per Month/1 Hours During Securities Trading 5. 10/24/2022 - TruLife Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-15 |
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