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Gregory Jan Krpalek

LPl Financial LLC

Albany, OR

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-03
TX RA APPROVED_RES 2020-01-03
  • OR RA
    APPROVED
    Since 2025-01-03
  • TX RA
    APPROVED_RES
    Since 2020-01-03

Branch Locations

2320 14Th Ave Se, Albany, OR 97322-6800 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Krpalek Insurance & Financial Svcs Albany OR 05/1983 Present
Sagepoint Financial, Inc. Albany OR 02/2016 01/2020
Lpl Financial Albany OR 01/2020 Present
  • 05/1983 → Present
    Krpalek Insurance & Financial Svcs
    Albany, OR
  • 02/2016 → 01/2020
    Sagepoint Financial, Inc.
    Albany, OR
  • 01/2020 → Present
    Lpl Financial
    Albany, OR
Previous Registrations
  • 2016-02-09 → 2020-01-10
    Osaic Services, Inc.
    Albany, OR
    Phoenix, AZ
    Albany, OR
  • 2012-07-02 → 2016-02-11
    First Allied Advisory Services, Inc.
    Albany, OR
  • 2002-04-22 → 2012-07-02
    First Allied Securities, Inc.
    Albany, OR
Other Businesses

1) 1/1985 - DBA for LPL Business (entity for LPL business) - KRPALEK FINANCIAL SERVICES - Investment Related - Albany, OR 97322 2) 5/2012 - Real Estate Rental - Investment Related - 1359 Spencer Mountain Dr Albany, OR 97321-1261 3) 1/2020 - DBA for LPL Business (entity for LPL business) - Wealth Advisor for Life - Investment Related - Albany, OR 97322 4) 1/1985 - Non-Variable Insurance - KRPALEK INSURANCE AND FINANCIAL SERVICES, INC. - Investment Related - Albany, OR 97322 5) 6/2012 - Real Estate Rental - 2320 14th Avenue SE, LLC - Investment Related - 2320 14th Ave SE, Albany, OR, 97322 6) 1/1985 - Business Entity For Tax/Investment Purposes Only - KRPALEK INSURANCE AND FINANCIAL SERVICES, INC - Investment Related - Albany, OR 97322

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-30
S63 Uniform Securities Agent State Law Examination 1985-09-05
  • S65 Uniform Investment Adviser Law Examination
    1998-06-30
  • S63 Uniform Securities Agent State Law Examination
    1985-09-05
Designations
Other Names
  • Greg Krpalek

View on SEC IAPD

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