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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| OR | RA | APPROVED | 2018-01-08 |
Branch Locations
615 High St Ste 100, Oregon City, OR 97045-2269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl | Oregon City | OR | 11/2017 | Present |
| Elevate Wealth Advisors | Oregon City | OR | 06/2014 | 11/2017 |
1.) 11/13/2017 - Elevate Wealth Advisors / DBA for LPL Business (entity for LPL business) / 100% / Oregon City, OR 2.) 11/13/2017 - Notary / Notary / 1% / Oregon City, OR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-26 |
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