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321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-11-15 |
Branch Locations
10900 Ne 4Th St Suite 2406, Bellevue, WA 98004 • United States
321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bellevue | WA | 08/2005 | 12/2024 |
| Myicon | Kirkland | WA | 09/2012 | 10/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 12/2013 | 12/2022 |
| Winthrop Advisory Group Llc | Bellevue | WA | 11/2022 | Present |
| Keel Financial Partners | Bellevue | WA | 08/2022 | Present |
| Lpl Financial Llc | Bellevue | WA | 12/2024 | Present |
HRM Lloyd Beachwood LLC - Investment-Related - Family Real Estate Holding Company - Member - 10/03/2013: HRM Lloyd Beachwood LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - <1 Hr./mo. - <1 hr./day A-Team Financial Partners, Inc., - At Reported Business Location(s) - Investment Related - Business Entity For Tax/Investment Purposes Only - Owner - Start Date - 08/03/2022 - 5 Hr./mo. - 2 hr./day LPL Financial LLC - Insurance producer (non variable) - At Reported Business Location(s) - Investment-Related - Start Date 12/2024 - 2 hr./mo. - 1 hr./day
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-02 |
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