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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
| WA | RA | APPROVED | 2025-09-30 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1900 Front St , Ste 101, Lynden, WA 98264 • United States
1900 Front St , Ste 101, Lynden, WA 98264 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lynden | WA | 03/2014 | 04/2018 |
| Peoples Bank | Lynden | WA | 04/2014 | 04/2018 |
| Raymond James Financial Services, Inc. | Lynden | WA | 04/2018 | 09/2025 |
| Raymond James Financial Services Advisors Inc. | Lynden | WA | 04/2018 | 09/2025 |
| Lpl Financial Llc | Lynden | WA | 09/2025 | Present |
1. 07/2025 - 729 SOUTH ROANOKE ST GILBERT AZ 85296 - Real Estate Rental - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Gilbert AZ 85296 - OBA Start Date: 12/01/2021 2. 07/2025 - KJ WEALTH GROUP LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - Lynden, WA 98264 - OBA Start Date: 05/01/2018 3. 07/2025 - PEAK FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 9/30/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-05 |
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