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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED | 2023-06-30 |
| WA | RA | APPROVED | 2023-06-30 |
Branch Locations
2101 Lakewood Drive Ste 235, Coeur D'ALene, ID 83814 • United States
906 W 2Nd Ave Ste 500, Spokane, WA 99201-4537 • United States
830 N Columbia Ctr Blvd Ste B, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Spokane | WA | 09/2005 | 06/2023 |
| Lpl Finanical | Spokane | WA | 06/2023 | Present |
1) 05/25/2023 - 509 wealth management - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) -200hrs/mth 2) 05/25/2023- Teemu-BBQ LLC - Business Entity For Tax/Investment Purposes Only - part owner- non-inv. related- Spokane WA- start date 5/20/2020- 0hrs 3) 05/25/2023- Teemu LLC - Real Estate Rental- property co-owner- Inv. related- Spokane WA- start date 1/20/2008- 1hrs/mth 4) 03/22/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Broker of Record - Started: 12/1/1998 - 10 Hrs/Mo During Trading. 5) 03/31/2026 - PBC LLC 703 - Real Estate Rental - Investment Related - Kihei, HI - Start Date 05/21/2021 - 3 hours per month/ 0 hours during trading 6) 03/31/2026 - Jason & Kelli Johnson - Real Estate Rental - Investment Related - Kihei, HI - Start Date 02/03/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-12 |
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