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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-03 |
| WA | RA | APPROVED | 2012-04-19 |
Branch Locations
4041 Ruston Way Ste 102, Tacoma, WA 98402-5300 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tacoma | WA | 04/2012 | Present |
1. 5/22/2012: CORNERSTONE ADVISORS NW, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/05/2022 - Cornerstone Advisors NW, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Started 03/08/2021 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-27 |
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