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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
| WA | 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 |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 10/2010 | Present |
| Cri Securities, Llc | St Paul | MN | 10/2010 | 05/2026 |
| North Star Consultants, Inc | Seattle | WA | 10/2010 | Present |
| Minnesota Life Insurance Company | St Paul | MN | 10/2010 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2013 | 05/2026 |
| Finity Group, Llc | Portland | OR | 11/2011 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2015 | 05/2026 |
| Lpl Financial Llc | 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 - 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 3. 4/2026 - Finity Group, LLC - Non-Variable Insurance - INV REL - 10 Hour(s)/Month - 1 Hour(s) During Trading - Portland OR 97239 - OBA Start date: 01/03/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-24 |
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