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421 Se Washington Street, Hillsboro, OR 97123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-04-01 |
| TX | RA | APPROVED | 2022-03-09 |
Branch Locations
421 Se Washington Street, Hillsboro, OR 97123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2014 | 06/2021 |
| Financial Advocates Investment Management | Hillsboro | OR | 06/2021 | 03/2022 |
| Pace Financial Advisors, Inc. | Hillsboro | OR | 02/2022 | Present |
| Lpl Financial Llc | Hillsboro | OR | 10/2022 | Present |
1) 10/2022- Pace Financial Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Hillsboro, OR 2) 12/01/2022 - Pace Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 06/27/2022 - 80 Hours Per Month/5 Hours During Securities Trading - Time Spent 75% - I provide investment advisory services through Pace Financial Advisors, an independent investment advisor firm. I started this business activity in 06/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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