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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-05 |
Branch Locations
11245 Se 6Th St Bldg B # 120, Bellevue, WA 98004-6499 • United States
11245 Se 6Th Street, Building B Suite 120, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-07-02 |
Branch Locations
11245 Se 6Th Street, Building B Suite 120, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellevue | WA | 06/2010 | 10/2023 |
| Financial Advocates Investment Management | Bellevue | WA | 01/2012 | 09/2020 |
| B3 Wealth Strategies | Bellevue | WA | 06/2019 | Present |
| Lpl Financial | Bellevue | WA | 11/2025 | Present |
1. 10/2025 - B3 Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 11/17/2025 2. 10/2025 - None - Notary - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Bellevue, WA 98004 - OBA Start Date: 11/2018 3. 12/19/2025-Brueske Advisory Services-Admin-Registered Investment Advisor-Inv related-At reported business location(s)-Start date 12/11/2025-32hrs/mth-1hrs/mth during trading. I temporarily provide limited services thru Brueske Advisory Services, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 12/2025, and expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-03 |
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