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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-04-30 |
| TX | RA | APPROVED_RES | 2010-10-06 |
Branch Locations
10121 Se Sunnyside Rd, Ste 320, Clackamas, OR 97015 • 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 | Portland | OR | 05/2004 | Present |
(1) 05/28/2004: BYRD FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 06/08/2004: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) (3) 02/02/2016: No Business Name - Real Estate Rental - Investment Related - Chimes Crest Road, Columbia City, Oregon - Start 05/13/2004 - 0 Hr/Mo - DEVELOPING PROPERTY IN COLUMBIA CITY, OR, OTHER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-11 |
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