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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-08 |
| WA | RA | APPROVED | 1991-12-06 |
Branch Locations
4025 Delridge Way Sw Ste 560, Seattle, WA 98106-1249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Seattle | WA | 12/1990 | Present |
| Direct Insurancd | Seattle | WA | 06/1996 | Present |
| Financial Educators Network | Seattle | WA | 09/2011 | 03/2018 |
(1) 8/05/2013 - FORETHOUGHT LIFE INSURANCE COMPANY - NON-VARIABLE INSURANCE - AS AGENT/PRODUCER OF FORETHOUGHT LIFE INSURANE COMPANY PRODUCT "PURPLE CROSS", I PROPOSE TO CLIENTS PRE-ARRANGED FUNERAL OR CREMATION PLANS FOR DIRECT PURCHASE. - 1% OF TIME SEPNT - SEATTLE, WA. (2) 12/7/2016: Larson Financial Group, LLC - Investment Related - At Reported Business Location(s) - Started 01/01/17 - 220 Hours Per Month/110 Hours During Securities Trading. (3) 5/11/2021 - The Beach at Atkeson Acres, LLC - Not Investment Related - 8610 NE North Shore Road, Belfair, WA 98528 - Other-Business Owner - Start Date: 6/1/2008 - 1 Hours Per Month/0 Hours During Securities Trading - Manager of LLC inherited property is held in.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-15 |
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