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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-15 |
Branch Locations
9200 Se Sunnybrook Blvd. Suite 110, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2013 | 05/2025 |
| On Course Wealth Advisors | Canaby | OR | 01/2025 | Present |
| Lpl Financial Llc | Clackamas | OR | 05/2025 | Present |
1. 05/15/2025- Willamette Valley Country Club- Non-Profit Board Member- INV Related- At Canby, OR- Start date 11/01/2022- 10 Hours Per Month 2. 05/15/2025- On Course Wealth Advisors LLC- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/03/2025- 160 Hours Per Month- 140 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-27 |
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