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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2026-05-15 |
Branch Locations
415 Lithia Way, Ashland, OR 97520 • United States
2420 Dahlia Street, Klamath, OR 97601 • United States
1337 Ne Stephens Street, Roseburg, OR 97470 • United States
3211 Washburn Way, Klamath, OR 97603 • United States
1390 Nw Garden Valley Blvd, Roseburg, OR 97471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rogue Credit Union | Medford | OR | 09/2019 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2022 | 05/2026 |
| Regence Bc/Bs | Medford | OR | 09/2014 | 09/2019 |
| Abby's Pizza | Eagle Point | OR | 05/2017 | 06/2019 |
| Cetera Investment Advisers Llc | Medford | OR | 12/2022 | 05/2026 |
| Lpl Financial | Medford | OR | 05/2026 | Present |
1. 05/2026 Investment products and services are offered through LPL Financial LLC using the DBA/trade name Rogue Investment Services- Inv Rel - At Reported Business Location (s) - Start Date 01/01/2019 2. 05/2026 - Family Christian Ministry - Non-profit volunteer (not on board) - Not Inv Related - 4 Hour(s)/Month - 0 Hour(s) During Trading - Medford, OR, 97501 - OBA Start Date: 01/03/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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