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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-23 |
| OR | RA | APPROVED | 2023-09-08 |
Branch Locations
950 Nw Eastman Pkwy, Gresham, OR 97030 • United States
336 Ne 20Th Ave, Portland, OR 97232 • United States
9917 Ne Cascades Pkwy, Portland, OR 97220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Portland | OR | 07/2023 | Present |
| Oregonians Credit Union | Portland | OR | 07/2023 | Present |
| Oregonians Credit Union | Milwaukie | OR | 04/2019 | 07/2023 |
| Oregonians Credit Union | Milwaukie | OR | 06/2017 | 04/2019 |
| Oregonians Credit Union | Milwaukie | OR | 01/2017 | 06/2017 |
| D&M Motors/Tire Trends Llc | Portland | OR | 01/2015 | 01/2017 |
| Student | Portland | OR | 01/2013 | 01/2017 |
1. 01/21/2025- Unitus Financial Advisors- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-06 |
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