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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-13 |
| OR | RA | APPROVED | 2022-08-15 |
Branch Locations
9200 Se Sunnybrook Blvd. #220, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Honolulu | HI | 08/2016 | 12/2016 |
| Hawaii Pacific University | Honolulu | HI | 08/2013 | 06/2017 |
| Satr Beach Boys | Honolulu | HI | 10/2013 | 07/2018 |
| Conversa Spain | Madrid | 08/2018 | 06/2019 | |
| Darden (Olive Garden) | Portland | OR | 07/2019 | 08/2020 |
| Lpl Financial, Llc | Clackamas | OR | 05/2020 | Present |
| Financial Advocates Investment Management | Tigard | OR | 01/2021 | 05/2021 |
| Financial Advocates Investment Management | Tigard | OR | 05/2021 | 08/2022 |
1. 08/17/2022 - Seasons Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 160 Hours Month/120 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-08 |
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