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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-12-03 |
| WA | RA | APPROVED | 2023-11-27 |
Branch Locations
11805 Ne 99Th St #1340, Vancouver, WA 98682 • United States
700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Account Above | Portland | OR | 01/2015 | Present |
| Lpl Financial Llc | Vancouver | WA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-27 |
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