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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-23 |
| WA | RA | APPROVED | 2021-09-27 |
Branch Locations
886 Bayshore Dr., Unit E, Oak Harbor, WA 98277 • 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 08/2015 | 11/2020 |
| Securities America, Inc. | Oak Harbor | WA | 11/2020 | 09/2021 |
| Securities America Advisors, Inc. | Oak Harbor | WA | 11/2020 | 09/2021 |
| Lpl Financial, Llc | Oak Harbor | WA | 09/2021 | Present |
1) 09/23/2021- Business Entity For Tax/Investment Purposes Only - ERDA, LLC - Not Investment Related - Oak Harbor, WA 98277 - Start Date: 02/01/2020. 2) 09/23/2021 - DBA for LPL Business (entity for LPL business) - COOK WEALTH MANAGEMENT - Investment Related - Oak Harbor, WA 98277 - Start Date:5/01/2009 -80 Hrs/Mth - 5 Hrs During Trading. 3) 09/23/2021 - DBA for LPL Business (entity for LPL business) - GLADSTONE WEALTH PARTNERS - Investment Related - Oak Harbor, WA 98277 - Start Date: 9/24/2021 - 60 Hrs/Mth - 3 Hrs During Trading. 4) 09/23/2021- Business Entity For Tax/Investment Purposes Only - DAER INC - Not Investment Related - Oak Harbor, WA 98277 - Start Date: 05/01/2009 . 5) 08/06/2024 - ERDA LLC - Real Estate Rental - Investment Related - Oak Harbor, WA - Start Date 05/01/2024 - 0 Hours per Month/ During Trading. 6) 09/15/2025 - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date:05/23/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-08 |
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