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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-22 |
| OR | RA | APPROVED | 2019-03-29 |
Branch Locations
16083 Sw Upper Boones Ferry Rd Ste 250, Tigard, OR 97224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Beaverton | OR | 08/2016 | 03/2017 |
| Foresters Financial Services | Beaverton | OR | 03/2017 | 03/2019 |
| Foresters Advisory Services Llc | Beaverton | OR | 02/2018 | 03/2019 |
| Lpl Financial Llc | Tigard | OR | 03/2019 | Present |
1. 3/29/2019 - Firenze Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/29/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50%. 2. 12/31/2020 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/05/2020 - 40 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-15 |
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