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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-19 |
| WA | RA | APPROVED | 2001-05-17 |
Branch Locations
3900 Cleveland Avenue Se, Tumwater, WA 98501 • United States
1601 Cooper Point Rd. Nw, Olympia, WA 98502 • United States
1201 East Yelm Ave Ste 100, Yelm, WA 98597 • United States
149 Sussex Ave W Tenino, Tenino, WA 98589 • United States
8002 Pacific Ave, Tacoma, WA 98408 • United States
8665 Martin Way East, Lacey, WA 98516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Tumwater | WA | 05/2001 | Present |
| O Bee Credit Union | Tumwater | WA | 05/2001 | Present |
(1) 03/26/2013 - OBee Credit Union - Investment Related - Financial Institution Only - 2% of time spent. (2) 02/24/2016 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name O Bee Financial Services -- INV REL - AT REPORTED BUSINESS LOCATION(S) - START 07/01/2015 - 160 HRS/MO DURING SECS TRDG HRS. (3) 02/29/2024 - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 15 Hours Per Month/ 1 Hour During Trading (4) 03/20/2026-Royal Neighbors-Financial Advisor-Non-Variable Insurance-Inv related-At Tumwater, WA-Start date-02/17/2026-4hrs/mth-4hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-20 |
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