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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-08 |
| CA | RA | APPROVED | 2025-11-04 |
Branch Locations
9123 Se St Helens St Ste 160, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, L.P. | Portland | OR | 07/1999 | 05/2024 |
| Lpl Financial Llc | Clackamas | OR | 05/2024 | Present |
(1) 05/01/2024 - Henry Jung - Income Tax Return Preparation - Investment Related - At Reported Business Location(s) - Start Date 01/01/2005 - 10 Hours Per Month (2) 05/01/2024 - Real Estate Rental-Property Landlord - Real Estate Rental - Investment Related - Lombard St., Portland, OR - Start Date 5/1/2019 - 15 Hours Per Month (3) 05/01/2024 - Real Estate Rental-Property Landlord - Real Estate Rental - Investment Related - Harold St., Portland, OR - Start Date 9/1/1979 - 15 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-22 |
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