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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-04 |
| OR | RA | APPROVED | 2003-04-07 |
Branch Locations
9200 Se Sunnybrook Blvd. #220, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Clackamas | OR | 08/2002 | Present |
| Seasons Financial Group | Clackamas | OR | 08/2002 | Present |
1. 7/8/2009: Seasons Financial Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/11/2016: No Business Name - Not Investment Related - Turkey, Israel - Other-Tour Host - Start 03/01/2017 - 2 Hours Per Month/0 Hours During Securities Trading - Title is Tour Host. 3. 4/23/2020 - Western Seminary - Not Investment Related - 5511 SE Hawthorne Blvd, Portland Oregon 97215 - Non-Profit Board Member - Started 04/17/2020 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-18 |
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