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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-06-22 |
Branch Locations
10121 Se Sunnyside Rd, Ste 320, 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 | 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
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