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4525 Sw Condor Ave, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-05-18 |
| WA | RA | APPROVED | 2010-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portland | OR | 09/2009 | Present |
| Preisz Financial | Portland | OR | 06/2015 | Present |
1. 08/23/2010 - PREISZ ASSOCIATES, INC. - NON-VARIABLE INSURANCE - 50% TIME SPENT - INSURANCE LICENSE 2. 02/05/2013 - PREISZ ASSOCIATES, INC - INV REL - NON-VARIABLE INSURANCE - 1% TIME SPENT - INDIVIDUAL LIFE, DI AND LTC SALES AND SERVICE. GROUP HEALTH SALES AND SERVICE. 3. 09/03/2013 - PREISZ ASSOCIATES, INC. - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 4. 06/25/2015 - PREISZ FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 4525 SW CONDOR AVE., PORTLAND, OR 97239 - START 07/01/2015 - 20 HRS/MO DURING SECS TRDG HRS. 5. 07/21/2015 - PREISZ ASSOCIATES, INC. - INV REL - 4525 SW CONDOR AVE., PORTLAND, OR 97239 - REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) PREISZ FINANCIAL - START 06/12/2015 - 5 HOURS PER MONTH, 5 DURING TRADING - FINANCIAL PLANS AND ADVICE ARE PROVIDED FOR HOURLY AND/OR FIXED FEES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-05-30 |
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