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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-09 |
Branch Locations
16083 Sw Upper Boones Ferry Rd Ste 250, Tigard, OR 97224 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rpi Real Estate | The Dalles | OR | 03/2017 | Present |
| Nick Krautter Pc, Keller Williams Portland | Portland | OR | 10/2013 | 03/2017 |
| Lpl Financial Llc | Tigard | OR | 12/2022 | Present |
1- 09/2024 / Firenze Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 09/2024 / RPI Real Estate (BERNHARDT SWISSTRUST) / Mortgage/Real Estate Services / Investment Related / 10 hrs mth / The Dalles, OR / Start date: 08/30/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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