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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-09-10
OR RA APPROVED 2014-01-13
  • TX RA
    APPROVED
    Since 2015-09-10
  • OR RA
    APPROVED
    Since 2014-01-13

Branch Locations

1124 Cornucopia St Nw, Ste 101, Salem, OR 97304 • United States

518 Sw 3Rd St, Corvallis, OR 97333 • United States

909 Southeast Bay Blvd., Newport, OR 97365 • United States

Corvallis, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Salem OR 10/2013 Present
Financial Freedom Wealth Management Group, Llc Salem OR 10/2013 Present
  • 10/2013 → Present
    Salem, OR
  • 10/2013 → Present
    Financial Freedom Wealth Management Group, Llc
    Salem, OR
Other Businesses

1) 3/29/2018 - No Business Name - Not Investment Related - Home Based - Speaker/Seminar - Public Speaker - Started 04/12/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 2) 1/12/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Financial Freedom Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Started 10/01/2020 - 170 Hours Per Month/80 Hours During Securities Trading. 3) 4/27/2021 - Jason Harris LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 4/1/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Partnership payments from Financial Freedom Wealth Management Group. 4) 08/18/2025 - Five and Five Partners, LLC - Investment Related - Real Estate Rental - Corvallis, OR - Start Date:12/27/2016 - 1 Hrs/Mth - 0 Hrs During Trading. 5) 03/31/2026 - Freedom Business Solutions - Business Owner - Investment Related - Newport, OR - Start Date 01/01/2026 - 10 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-23
  • S66 Uniform Combined State Law Examination
    2013-12-23

View on SEC IAPD

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