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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-15 |
Branch Locations
1000 Oregon St, Port, OR 97465 • United States
751 Se 7Th Street, Grants Pass, OR 97526 • United States
729 Chetco Ave, Brookings, OR 97415 • United States
29620 Ellensburg Ave, Gold, OR 97444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wagon Wheel Financial | Grants Pass | OR | 08/2022 | 11/2022 |
| Rogue Credit Union | Medford | OR | 11/2020 | 08/2022 |
| Unemployed | Medford | OR | 04/2020 | 11/2020 |
| Northwest Christian University | Eugene | OR | 12/2017 | 12/2019 |
| Access Information Management | Medford | OR | 08/2014 | 04/2020 |
| Rogue Community College | Medford | OR | 01/2014 | 12/2017 |
| Lpl Financial Llc | Grants Pass | OR | 08/2022 | 07/2023 |
| Rogue Credit Union | Medford | OR | 07/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 07/2023 | 05/2026 |
| Cetera Investment Advisers Llc | Medford | OR | 07/2023 | 05/2026 |
| Lpl Financial | Medford | OR | 05/2026 | Present |
1.05/2026 - Rogue Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related -160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-11 |
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