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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-18 |
Branch Locations
10151 Se Sunnyside Rd, Ste 380, Clackamas, OR 97015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2023 | 09/2025 |
| Ginos Restaurant And Bar | Portland | OR | 07/2023 | 12/2023 |
| North Clackamas School District | Milwaukie | OR | 06/2010 | 11/2023 |
| Benton County School District 17J | Philomath | OR | 04/2017 | 06/2018 |
| Atrium Payroll Services | Pittsburgh | PA | 07/2017 | 10/2017 |
| Salem Ram (Salem 4 Llc) | Salem | OR | 09/2015 | 08/2017 |
| Medford Ram (Medford 140 Llc) | Medford | OR | 03/2017 | 05/2017 |
| One River Financial Group | Happy Valley | OR | 09/2025 | Present |
| Lpl Financial | Happy Valley | OR | 09/2025 | Present |
1) 08/2025 - One River Financial Group LLC / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 4hrs per month 2) 12/30/2025 - Gino's Restaurant - Outside/W-2 Employment - Front of House - Not Investment Related - Portland, OR - Start Date 12/22/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-04 |
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