Alexa Danae Jossi

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-06-13

OR RA
APPROVED

Since 2025-06-13

Branch Locations

Gales Creek, 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

Organization	City	State	From	To
Belinda Petshow Investment Services	9520 Nw Gales Creek Rd	OR	04/2022	Present
Stay At Home Mom	Gales Creek	OR	07/2017	04/2022
Stay At Home Mom	Forest Grove	OR	06/2012	07/2017
Wauna Federal Credit Union	Oregon	OR	04/2022	Present
Lpl Financial Llc	Oregon	OR	04/2022	Present

04/2022 → Present

Belinda Petshow Investment Services

9520 Nw Gales Creek Rd, OR
07/2017 → 04/2022

Stay At Home Mom

Gales Creek, OR
06/2012 → 07/2017

Stay At Home Mom

Forest Grove, OR
04/2022 → Present

Wauna Federal Credit Union

Oregon, OR
04/2022 → Present

Lpl Financial Llc

Oregon, OR

Other Businesses

1. 07/12/2024- Wauna Investment Services- DBA for LPL Business (entity for LPL business)- Inv Rel- At Report Business Location (s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/24/2025 - PineView Wealth Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Report Business Location (s) - Start Date:09/02/2024 - 80 Hrs/Mth - 5 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-12

S66 Uniform Combined State Law Examination

2025-06-12

Other Names

Alexa Danae Carlson

View on SEC IAPD