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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
5550 South Macadam Ave Ste 120, Portland, OR 97239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 04/2017 | 05/2026 |
| Finity Group, Llc | Portland | OR | 03/2017 | 04/2018 |
| Apex Companies, Llc | Portland | OR | 09/2012 | 06/2017 |
| Lpl Financial Llc | Portland | OR | 05/2026 | Present |
1. 04/2026 - Finity Operations, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Portland OR 97239 - OBA Start Date: 05/07/2026 2. 04/2026 - Finity Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/7/2026 3. 04/2026 - Finity Group, LLC - Non-Variable Insurance - Inv Related - 15 Hour(s)/Month - 10 Hour(s) During Trading - Portland OR 97239 - OBA Start Date: 08/01/2017 4. 04/2026 - Montclair Elementary, PTO, Non-Profit Board Member, Unpaid, 10 Hours/Month, 0 Hours During Trading, Portland, OR 97223 - OBA Start Date 07/2025 - End Date 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-09 |
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