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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-10 |
| TX | RA | APPROVED_RES | 2024-05-17 |
Branch Locations
8215 Sw Tualatin Sherwood Rd Ste 200, Tualatin, OR 97062 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Portland | OR | 09/2008 | 09/2017 |
| Oregon Pioneer Fcu | Portland | OR | 01/2010 | 09/2017 |
| Ameriprise Financial Advisors Inc. | Tualatin | OR | 09/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Tualatin | OR | 03/2020 | 05/2024 |
| Lpl Financial | Tualatin | OR | 05/2024 | Present |
1) 05/01/2024- Insurance-) Fixed Annuities, Long Term Care, Term-Life, Whole Life-Inv Related-Tualatin, OR-Start date 05/16/2024-1hrs/mth 2) 05/01/2024-DBA Goal Line Financial-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start Date, 05/16/2024 3) 05/01/2024-Herman Beach LLC- Real Estate Rental-Inv Related- Located at, Rockaway Beach, OR-Start Date 07/01/2014-10hrs/mth 4) 05/01/2024-Tigard-Tualatin School -Assistant Varsity Football Coach-Other - Coach/Sports/Fitness-Not Inv Related-Located at Tualatin, OR-Start Date 01/01/2016-60hrs/mth 5) 03/18/2026 - Hermann Condo LLC - Real Estate Rental - Investment Related - Tualatin, OR - Start Date 03/17/2026 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-30 |
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