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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Lynnwood | WA | 05/2016 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynnwood | WA | 05/2016 | 02/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2023 | 05/2025 |
| Verity Credit Union | Seattle | WA | 02/2023 | Present |
| Lpl Financial Llc | Seattle | WA | 05/2025 | Present |
1) 07/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Verity Investment Services - Inv Related - At reported business location (s) - Start Date 28-APR-25 - 160 hrs per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2009-02-07 |
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