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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2016-08-19 |
Branch Locations
16865 Boones Ferry Rd #102, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lake Oswego | OR | 08/2016 | Present |
1. 08/19/2016 - TALLUS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ LAKE OSWEGO, OR 2. 08/19/2016 - TALLUS WEALTH MANAGEMENT/ NON-VARIABLE INSURANCE/ 10%/ LAKE OSWEGO, OR 3. 08/19/2016 - WEALTH SCIENTIFIC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ LAKE OSWEGO, OR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-21 |
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