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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-08 |
| WA | RA | APPROVED | 2016-06-22 |
Branch Locations
11127 Evergreen Way, Everett, WA 98204 • United States
2701 171St Pl Ne Suite 201, Marysville, WA 98271 • United States
Bothell, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Everett | WA | 05/2016 | Present |
| Boeing Employee Credit Union | Everett | WA | 05/2016 | Present |
1. 05/23/2016 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-30 |
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