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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-03-26 |
Branch Locations
5200 Sw Meadows Road Suite 150,, Lake Oswego, OR 97035 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5200 Sw Meadows Road Suite 150, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 02/2026 |
| Homemaker | Portland | OR | 08/2017 | 01/2018 |
| Packaging Corporation Of America | San Lorenzo | CA | 06/2014 | 08/2017 |
| Lpl Financial Llc | Lake Oswego | OR | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
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