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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED_RES | 2019-04-10 |
Branch Locations
8100 Sw Nyberg Road Ste 320, Tualatin, OR 97062 • United States
West Linn, OR • United States
8100 Sw Nyberg Road Ste 295, Tualatin, OR 97062 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Lake Oswego | OR | 12/2003 | Present |
1. 11/24/2009 - GORE FINANCIAL - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 8/2/2011 - CONSTELLATION FINANCIAL, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 02/18/2026 - Gore Financial Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-06 |
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