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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-02 |
| AZ | RA | APPROVED | 2025-05-01 |
| ID | RA | APPROVED | 2025-05-01 |
| MD | RA | APPROVED | 2025-05-01 |
| NM | RA | APPROVED | 2025-05-01 |
| OH | RA | APPROVED | 2025-05-01 |
| OR | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
| WA | RA | APPROVED | 2025-05-01 |
Branch Locations
1500 Nw Bethany Blvd Ste 200, Beaverton, OR 97006 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Beaverton | OR | 08/2009 | 05/2017 |
| Amazon | Beaverton | OR | 05/2017 | 08/2017 |
| Unemployed | La Mirada | CA | 08/2017 | 05/2018 |
| The Summit Financial Strategies | Beaverton | OR | 05/2018 | 05/2025 |
| Scf Securities, Inc. | Fresno | CA | 08/2020 | 05/2025 |
| Lpl Financial Llc | Brooklyn | NY | 05/2025 | Present |
1- 05/2025 - The Summit Financial Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025- 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-05 |
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