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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-06 |
Branch Locations
2201 Skyline Way Ste 202, Anacortes, WA 98221-2257 • 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, Llc | Anacortes | WA | 12/2014 | Present |
| Financial Advocates Investment Management | Anacortes | WA | 01/2015 | 07/2025 |
| Anacortes Baseball Club | Anacortes | WA | 11/2016 | Present |
1. 12/17/2014 - BASILICA WEALTH MANAGEMENT - INV REL - 5610 SUGARLOAF ST ANACORTES, WA 98221 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - START 12/15/2014 - 80 HOURS PER MONTH, 80 DURING TRADING 2. 01/16/2015 - FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - INV REL - 5610 SUGARLOAF ST ANACORTES, WA 98221 - REGISTERED INVESTMENT ADVISOR DBA - BASILICA WEALTH MANAGEMENT - TIME SPENT 80 HOURS PER MONTH - ANACORTES, WA 3. 01/16/2015 - FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - INV REL - 5610 SUGARLOAF ST, ANACORTES, WA 98221 - REGISTERED INVESTMENT ADVISOR HYBRID - 100% TIME SPENT - REGISTER AS AN IAR OF THE HYBRID RIA OF FINANCIAL ADVOCATES INVESTMENT MANAGEMENT TO BE ABLE TO CHARGE AN ADVISORY, FLAT, OR HOURLY FEE. 4. 11/14/2015 - Anacortes Baseball Club - Outside/W-2 Employment - Not Investment Related - 1915 13th St., Anacortes, WA 98221 - Start 11/15/2016 - 40 Hr/Mo; 0 Hour(s) During Securities Trading - Hitting Instructor/Trainer 5.01/15/2016 - Basilica Wealth Management - DBA name only for Financial Advocates Investment Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-28 |
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