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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| WA | RA | APPROVED | 2019-05-31 |
Branch Locations
160 S. 16Th Ave., Othello, WA 99344 • United States
1800 S Clover, Suite 2, Moses Lake, WA 98837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Afg Brokerage, Llc | Othello | WA | 01/2004 | Present |
| Capital Financial Services, Inc. | Minot | ND | 03/2007 | 05/2019 |
| Generational Investments | Othello | WA | 06/2003 | Present |
| Generational Planning Strategies | Othello | WA | 07/2015 | 12/2019 |
| Lpl Financial Llc | Othello | WA | 05/2019 | Present |
1) 5/31/2019 - Insurance Agency - AFG Brokerage LLC - Othello, WA 2) 5/31/2019 - Real Estate Rental - Fusion Holdings LLC - 449 E Cedar Blvd, Othello, wa 99344 3) 5/31/2019 - Business Entity For Tax/Investment Purposes Only - Generational Investments - Othello, WA 4) 5/31/2019 - Non-Variable Insurance - Ashton Financial LLC - Othello, WA 5) 5/31/2019 - Real Estate Rental - ABR Holdings - 449 E Cedar Blvd, Othello, WA 99344 6) 9/3/2019 - GPS Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/06/2019 - 120 Hours Per Month/80 Hours During Securities Trading. 7) 12/11/2019 - GPS Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/28/2019 - 80 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-28 |
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