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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-12 |
| OR | RA | APPROVED | 2021-08-02 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Portland | OR | 04/2010 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Vancouver | WA | 11/2010 | 07/2021 |
| Portland Connect | Portland | OR | 05/2013 | 07/2021 |
| Network Before Work | Portland | OR | 07/2013 | 07/2021 |
| Friends Of The Community Support | Newberry | OR | 02/2016 | 07/2021 |
| Cole Mills | Portland | OR | 01/2018 | 07/2021 |
| Bridgetown Wealth Management (Dba) | Portland | OR | 01/2018 | 07/2021 |
| Jacob Mills | Portland | OR | 03/2018 | 07/2021 |
| Lpl Financial Llc | Portland | OR | 07/2021 | Present |
1. 2016/Portland Connect/Other/Investment Related/0 HRS/MO/Portland, OR 2. 07/2021/MICHAEL RAMEY/Non-Variable Insurance/Investment Related/0 HRS/MO/Portland, OR 3. 2016/Friends of the Community Support/Other/Investment Related/0 HRS/MO/Portland, OR 4. 12/19/2022 - Bridgetown Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/21/2021 - 160 Hours Per Month/160 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
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