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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| WA | RA | APPROVED | 2009-01-30 |
Branch Locations
111 S. Post Street, Ste 2295, Spokane, WA 99201 • 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 | Spokane | WA | 01/2009 | Present |
1. 05/18/2009 - JM WEALTH MANAGEMENT - NON-VARIABLE INSURANCE - RECOMMEND AND PLACE INSURANCE & FIXED ANNUITY BUSINESS - 5% OF TIME SPENT - SPOKANE, WA 2. 05/28/2009 - JM WEALTH MANAGEMENT - ENTITY FOR ACCOUNTING PURPOSES - **NOT A DBA** FOR TAX PURPOSES CREATED AN LLC - NO TIME SPENT - SPOKANE, WA 3. 01/10/2022 - Lofty Goals Aviation, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 01/17/2022 - 10 Hours Per Month/0 Hours During Securities Trading - Member of LLC along with my wife formed for the purpose of buying and operating an airplane.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-29 |
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