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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-15
  • OR RA
    APPROVED
    Since 2025-12-15

Branch Locations

2002 Inland Dr, North Bend, OR 97459 • United States

62080 Ne Dean Swift Rd Ste 180, Bend, OR 97701 • United States

2265 Nw 4Th St, Redmond, OR 97756 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 05/2024 05/2025
First Community Credit Union North Bend OR 05/2024 Present
First Community Credit Union Grants Pass OR 10/2019 05/2024
Wafd Bank Grants Pass OR 04/2015 10/2019
Lpl Financial Llc North Bend OR 05/2025 Present
  • 05/2024 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 05/2024 → Present
    First Community Credit Union
    North Bend, OR
  • 10/2019 → 05/2024
    First Community Credit Union
    Grants Pass, OR
  • 04/2015 → 10/2019
    Wafd Bank
    Grants Pass, OR
  • 05/2025 → Present
    North Bend, OR
Other Businesses

1- 02/18/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Investment Services at First Community - Investment Related - At Reported Business Location(s) - Start Date 01/23/2026 - 160 hours per month/ 40 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-12
  • S66 Uniform Combined State Law Examination
    2025-12-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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