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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-19 |
| WA | RA | APPROVED | 2008-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Olympia | WA | 04/2008 | Present |
| Washington State Employees Credit Union | Olympia | WA | 01/2006 | Present |
1. 01/20/2011 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Management - Investment Related - At Reported Business Location(s) 2. 08/05/2011 - WSECU INVESTMENT MANAGEMENT - REGISTERED INVESTMENT ADVISOR DBA - (FP) WSECU INVESTMENT MANAGEMENT - 5%. 3. 12/03/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Services - Investment Related - At Reported Business Location(s) - Start Date 11/29/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-12 |
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