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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-05 |
| OR | RA | APPROVED | 2021-06-16 |
Branch Locations
7185 Sw Sandburg St. Suite 200, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pandor | Orange | CA | 01/2018 | 04/2018 |
| Bruxie | Orange | CA | 04/2016 | 12/2016 |
| Chapman University | Orange | CA | 08/2014 | 05/2018 |
| Morgan Stanley | Portland | OR | 06/2018 | 06/2021 |
| Morgan Stanley | Lake Oswego | OR | 06/2017 | 08/2017 |
| Unemployed | N/A | CA | 01/2017 | 05/2017 |
| Unemployed | N/A | CA | 09/2017 | 12/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | 06/2021 |
| Lpl Financial, Llc | Tigard | OR | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2018 | Present |
1) 6/2021 - DBA for LPL Business (entity for LPL business) - North Point Wealth Management - Investment Related - 100% - Tigard, OR 97223 2) 6/2021 - Business Entity For Tax/Investment Purposes Only - Minervini Investments, LLC - Not Investment Related - Hailey, ID 83333 3) 11/10/2023 - Crump - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) -Start Date 07/05/2023 - 2 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-14 |
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