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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WI | RA | APPROVED | 2021-07-21 |
Branch Locations
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Lynnwood | WA | 06/2010 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Shoreline | WA | 06/2010 | 07/2021 |
| Brandon Wealth Advisors Llc | Shoreline | WA | 04/2020 | 07/2021 |
| Lpl Financial Llc | Lynnwood | WA | 07/2021 | Present |
1)07/06/2021 - BRANDON WEALTH ADVISORS LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 2)07/06/2021 - NON-VARIABLE INSURANCE DENISE BRANDON - JACKSON NATIONAL OR BRIGHTHOUSE FINANCIAL - Inv Rel - At Reported Business Location(s) - Start: 2004
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-12 |
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