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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-15 |
Branch Locations
1370 Center Drive, Medford, OR 97501 • United States
1370 Center Drive, Medford, OR 97501 • United States
10572 Highway 62, Eagle Point, OR 97524 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rogue Credit Union | Medford | OR | 09/2021 | Present |
| Us Bank | Medford | OR | 08/2016 | 09/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2023 | 05/2026 |
| Cetera Investment Advisers Llc | Medford | OR | 01/2024 | 05/2026 |
| Lpl Finanical | Medford | OR | 05/2026 | Present |
1. 5/2026 - Rogue Investment Services - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/15/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-06 |
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