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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 |
Branch Locations
5550 South Macadam Avenue, Suite 120, Portland, OR 97239 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
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 |
|---|---|---|---|---|
| Finity Group, Llc | Portland | OR | 07/2013 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2014 | 05/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2016 | 05/2026 |
| Lpl Financial, Llc | Portland | OR | 05/2026 | Present |
1. 04/2026 - Finity Operations, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland, OR, 97239 - OBA Start Date: 05/07/2026 2. 04/2026 - Finity Group LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 05/07/2026 3. 04/2026 - Finity Group LLC - Non-Variable Insurance - Inv Related - 20 Hour(s)/Month - 0 Hour(s) During Trading - Portland, OR, 97239 - OBA Start Date: 07/01/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
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