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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-05 |
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