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4525 Sw Condor Ave, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2007-06-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Self Employed / Preisz Associates | Portland | OR | 01/1991 | Present |
| Lpl Financial, Llc | Portland | OR | 09/2009 | Present |
(1) 4/26/2010: REGISTERED INVESTMENT ADVISOR - PREISZ ASSOCIATES, INC. - HYBRID RIA PLATFORM REGISTERED INVESTMENT ADVISOR - 1% OF TIME - PORTLAND, OR. (2) 1/25/2013: NON-VARIABLE INSURANCE - PREISZ ASSOCIATES, INC. - INDIVIDUAL LIFE, DI AND LTC SALES AND SERVICE. GROUP AND INDIVIDUAL HEALTH INSURANCE SALES AND SERVICE. - 10% OF TIME - PORTLAND, OR (3) 08/20/2013 - DBA ONLY - PREISZ ASSOCIATES, INC - 5% OF TIME SPENT - PORTLAND, OR (4) 12/30/2014 - PREISZ FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS PER MONTH - PORTLAND, OR (5) 05/20/2015 - PREISZ FINANCIAL - INV REL - 4525 SW CONDOR AVE. PORTLAND, OR 97239 - REGISTERED INVESTMENT ADVISOR DBA - PREISZ FINANCIAL - START 01/01/2015 - 100 HRS/MO DURING SECS TRDG HRS (6) 06/25/2015 - PREISZ FINANCIAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 4525 SW CONDOR AVENUE, PORTLAND, OR 97239 - START 07/01/2015 - 35 HRS/MO DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-03 |
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