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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| WA | RA | APPROVED | 2018-08-06 |
Branch Locations
1512 6Th Avenue, Seattle, WA 98101 • United States
114 Westlake Ave N, Seattle, WA 98109 • United States
401 Broadway E, Ste 125, Seattle, WA 98102 • United States
29 West Mercer St, Seattle, WA 98119 • United States
1527 2Nd Ave, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Seattle | WA | 04/2014 | 08/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 04/2014 | 08/2018 |
| Lpl Financial Llc | Seattle | WA | 08/2018 | Present |
| Boeing Employee Credit Union | Seattle | WA | 08/2018 | Present |
1) 07/23/2018 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services 2)07/23/2018 - Real Estate Rental - Owner - Seattle, WA - inv rel - start: 01/2009 3)2/16/2023 - Music - Not Investment Related - Location: Varies - Band - Start Date - 02/13/2023 - 8 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-28 |
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