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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| WA | RA | APPROVED | 2025-08-18 |
Branch Locations
12770 Gateway Drive, Tukwila, WA 98168 • United States
Seattle, WA • United States
101 Nw 85Th St, Seattle, WA 98117 • 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 |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 12/2007 | 11/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2007 | 11/2020 |
| Lpl Financial Llc | Austin | TX | 12/2020 | 07/2021 |
| International Bank Of Commerce | Austin | TX | 12/2020 | 07/2021 |
| Pnc Investments | New Braunfels | TX | 07/2021 | 07/2025 |
| Lpl Financial Corp | Tukwila | WA | 08/2025 | Present |
| Becu | Tukwila | WA | 08/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services - Investment Related - At Reported Business Location (s) - Start Date: 07/2025 2. 07/2025 - Rental Real Estate owned by my wife and I in our names - Real Estate Rental - Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - League City, Tx 77573 - OBA Start Date: 02/01/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
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