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Michael William Homer

LPl Financial LLC

Moses Lake, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-04
WA RA APPROVED 2025-06-13
  • TX RA
    APPROVED_RES
    Since 2025-07-04
  • WA RA
    APPROVED
    Since 2025-06-13

Branch Locations

1010 S. Pioneer Way, Suite A, Moses Lake, WA 98837 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Moses Lake WA 08/2002 05/2017
Various Insurance Carriers For W & R Insurance Agencies Moses Lake WA 11/2002 05/2017
Five27 Inc Moses Lake WA 06/2014 Present
Lpl Financial, Llc Moses Lake WA 05/2017 Present
Financial Advocates Investment Management Moses Lake WA 05/2017 Present
  • 08/2002 → 05/2017
    Waddell & Reed, Inc.
    Moses Lake, WA
  • 11/2002 → 05/2017
    Various Insurance Carriers For W & R Insurance Agencies
    Moses Lake, WA
  • 06/2014 → Present
    Five27 Inc
    Moses Lake, WA
  • 05/2017 → Present
    Moses Lake, WA
  • 05/2017 → Present
    Financial Advocates Investment Management
    Moses Lake, WA
Previous Registrations
  • 2017-05-31 → 2025-08-06
    Financial Advocates Investment Management
    Moses Lake, WA
    Olympia, WA
    Moses Lake, WA
    Yakima, WA
  • 2002-11-28 → 2017-06-01
    Waddell & Reed
    Kennewick, WA
    Moses Lake, WA
    Yakima, WA
    Tacoma, WA
    Yakima, WA
    Yakima, WA
    Tacoma, WA
    Yakima, WA
    Yakima, WA
    Seattle, WA
Other Businesses

1.05/30/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Integrity Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 05/16/2017; 100hrs/mth; 5hrs during trading 2.05/30/2017; FIVE27, INC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/01/2014; 4hrs/mth; 0hrs during trading 3.05/30/2017; BBSI; REFERRAL; Investment Related; ; Start Date 07/01/2016; 0hrs/mth; 0hrs during trading 4.06/01/2017; (HYBRID) Integrity Wealth Advisors; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/16/2017; 40hrs/mth; 2hrs during trading; 5.06/01/2017; (HYBRID) FINANCIAL ADVOCATES INVESTMENT MANAGEMENT / FINANCIAL ADVOCATES INVESTMENT MANAGEMENT; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/08/2017; 40hrs/mth; hrs during trading; I provide investment advisory services through FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, an independent investment advisor firm. I started this business activity in 5/2017. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6.07/29/2018; Integrity Wealth Advisors; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/01/2017; 6hrs/mth; 4hrs during trading 7.04/05/2019; Moses Lake Community Health Center; Non-Profit Board Member; Not Investment Related; 605 S Coolidge St Moses Lake,WA; Start Date 01/01/2018; 4hrs/mth; 2hrs during trading 8.07/20/2021; Exclusive Insurance Brokerage; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/17/2021; 4hrs/mth; 1hrs during trading 9.07/20/2021; Integrity Marketing; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/17/2021; 4hrs/mth; 1hrs during trading 10.08/06/2026; Cornerstone Holdings LLC; Real Estate Rental; Investment Related; Moses Lake,WA; Start Date 01/01/2026; 5hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-27
  • S66 Uniform Combined State Law Examination
    2002-11-27
Other Names
  • Michael Homer

View on SEC IAPD

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