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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED_RES | 2025-09-08 |
Branch Locations
5350 Orchard St Ste 200, University Place, WA 98467 • 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 |
|---|---|---|---|---|
| Shelgren Financial Group | Tacoma | WA | 07/2000 | 09/2025 |
| Lincoln Investment Planning | University Place | WA | 01/2009 | 09/2025 |
| Lpl Financial | University Place | WA | 09/2025 | Present |
1. 07/2025 - Chambers Bay Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 4 Hrs/Mth - 1 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/02/2025 2. 07/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hrs/Mth -0 Hrs During Trading - University Place, WA 98467 - OBA Start Date: 05/01/2014 3. 11/20/2025 - Chambers Bay Wealth Management - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 09/08/2025 - 5 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-15 |
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