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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-14 |
Branch Locations
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Medicare Exchange | Lynwood | WA | 08/2018 | 07/2023 |
| The Assurance Group | Bellevue | WA | 12/2012 | 08/2018 |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 06/2019 | 07/2020 |
| Gradient Securities, Llc | Arden Hills | MN | 07/2020 | 09/2021 |
| Two Hearts Adult Family Home Inc | Bellevue | WA | 03/2005 | 08/2021 |
| Anchor Financial Llc | Tacoma | WA | 01/2021 | 07/2023 |
| Packerland Brokerage Services, Inc. | Green Bay | WI | 01/2020 | 07/2020 |
| The Prudential Insurance Company Of America | Bellevue | WA | 08/2023 | Present |
| Pruco Securities Llc | Bellevue | WA | 08/2023 | 11/2024 |
| Lpl Enterprise, Llc | Mercer Island | WA | 11/2024 | Present |
1.10/15/2024; UNITED HEALTHCARE; Non-variable ins; YES inv related; 10 hr/mo non trading; 0 hr/mo trading; 9/15/2023 2.10/15/2024; PAUL CANIMO; non variable ins; YES inv related; 5 hrs/mo non trading; 0hrs/mo trading ; 9/01/2023 the name of the other business: The Medicare Exchange. whether the business is investment related: non-investment related. the address of the other business: 6004 Westgate Blvd, Ste.120, Tacoma WA 98406. the nature of the other business: Finance and Insurance. your position: Former agent. title, or relationship with the other business: no current relationship, former agent receiving renewals. the start date of your relationship: 8/1/2018. the approximate number of hours/months you devote to the other business: 1. the number of hours you devote to the other business during securities trading hours: 0. and briefly describe your duties relating to the other business: Servicing existing clients. the name of the other business: The Assurance Group whether the business is investment related: non-investment related. the address of the other business: 5035Prospect St, Thomasville NC 27360. the nature of the other business: Finance and Insurance your position: Former Agent title, or relationship with the other business: no current relationship, former agent receiving vested renewals. the start date of your relationship: 12/01/2012 the approximate number of hours/months you devote to the other business: 1. the number of hours you devote to the other business during securities trading hours: 0. and briefly describe your duties relating to the other business: servicing existing clients. the name of the other business: Medicare Sales. whether the business is investment related: non-investment related. the address of the other business: 3412 169th Ave NE Bellevue, WA 98008 the nature of the other business: Medicare Sales your position: Owner title, or relationship with the other business: Owner the start date of your relationship: 08/14/2023 the approximate number of hours/months you devote to the other business: 10. the number of hours you devote to the other business during securities trading hours: 5. and briefly describe your duties relating to the other business: Medicare Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-24 |
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