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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-22
  • OR RA
    APPROVED
    Since 2026-06-22

Branch Locations

10121 Se Sunnyside Rd, Ste 320, Clackamas, OR 97015 • 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
Edward Jones St Louis MO 06/2024 02/2026
Beneficial State Bank Portland OR 07/2023 01/2024
Keybank Oak Grove OR 08/2020 07/2023
Safeway Gresham OR 07/2020 08/2020
Bank Of America Flagstaff AZ 06/2019 05/2020
North Pole Experience Flagstaff AZ 11/2015 12/2019
Chicos Fas Flagstaff AZ 08/2018 05/2019
Whites Country Meats Gresham OR 05/2017 08/2017
Ubetcha Entertainment Oak Grove OR 05/2022 Present
Weston Kia Car Dealership Gresham OR 05/2017 08/2017
Byrd Financial Group Clackamas OR 05/2026 Present
Unemployed Troutdale OR 02/2026 05/2026
Northern Arizona University Flagstaff AZ 08/2015 05/2020
Unemployed Troutdale OR 05/2020 07/2020
Unemployed Troutdale OR 01/2024 06/2024
Lpl Financial Llc Clackamas OR 06/2026 Present
  • 06/2024 → 02/2026
    St Louis, MO
  • 07/2023 → 01/2024
    Beneficial State Bank
    Portland, OR
  • 08/2020 → 07/2023
    Keybank
    Oak Grove, OR
  • 07/2020 → 08/2020
    Safeway
    Gresham, OR
  • 06/2019 → 05/2020
    Bank Of America
    Flagstaff, AZ
  • 11/2015 → 12/2019
    North Pole Experience
    Flagstaff, AZ
  • 08/2018 → 05/2019
    Chicos Fas
    Flagstaff, AZ
  • 05/2017 → 08/2017
    Whites Country Meats
    Gresham, OR
  • 05/2022 → Present
    Ubetcha Entertainment
    Oak Grove, OR
  • 05/2017 → 08/2017
    Weston Kia Car Dealership
    Gresham, OR
  • 05/2026 → Present
    Byrd Financial Group
    Clackamas, OR
  • 02/2026 → 05/2026
    Unemployed
    Troutdale, OR
  • 08/2015 → 05/2020
    Northern Arizona University
    Flagstaff, AZ
  • 05/2020 → 07/2020
    Unemployed
    Troutdale, OR
  • 01/2024 → 06/2024
    Unemployed
    Troutdale, OR
  • 06/2026 → Present
    Clackamas, OR
Previous Registrations
  • 2025-01-10 → 2026-02-09
    Troutdale, OR
    Portland, OR
    St Louis, MO
    Troutdale, OR
Other Businesses

1. 6/2026 - Hannah Held - Notary - INV REL - 2 Hour(s)/Month – 2 Hour(s) During Trading - Troutdale OR 97060 - OBA Start date: 06/09/2026 2. 6/2026 - Ubetcha Entertainment - Outside/W-2 Employment - Not INV REL - 5 Hour(s)/Month – 0 Hour(s) During Trading - Portland OR 97267 - OBA Start date: 11/01/2021 3. 6/2026 - Byrd Financial Group - DBA for LPL Business (entity for LPL business) - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/22/2026 4. 6/2026 - Cimmiyotti Financial - DBA for LPL Business (entity for LPL business) - INV REL - 195 Hour(s)/Month – 109 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/22/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
  • S66 Uniform Combined State Law Examination
    2025-01-09

View on SEC IAPD

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