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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
117 14Th Ave Se, Puyallup, WA 98372 • United States
3600 Martin Way E., Olympia, WA 98506 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Tacoma | WA | 06/2014 | 03/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Puyallup | WA | 06/2014 | 03/2017 |
| Raymond James Financial Services,Inc | Federal Way | WA | 03/2017 | 09/2017 |
| Raymond James Financial Services Advisors Inc. | Federal Way | WA | 04/2017 | 09/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2017 | 05/2025 |
| Lpl Financial Llc | Puyallup | WA | 05/2025 | Present |
| Sound Credit Union | Puyallup | WA | 05/2025 | Present |
1. 4/10/2025: Puyallup Jr Football Association (Puyallup Roughriders Football); Puyallup, WA; Non-profit volunteer (not on board) - Assistant High School Football Coach; Not inv. related; start date 8/15/2018; 60hrs/mo.; 0hrs during trading. 2. 4/17/2025:Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sound Investment & Retirement Solutions; At reported business location(s); Inv. related; state date 5/16/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-09 |
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