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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-15 |
| WA | RA | APPROVED | 2023-06-15 |
Branch Locations
2505 S 320Th St Ste 105, Federal Way, WA 98003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Tacoma | WA | 12/2008 | 03/2020 |
| Key Investment Services | Tacoma | WA | 03/2020 | 06/2023 |
| Lpl Financial Llc | , Federal Way | WA | 06/2023 | Present |
1) 02/10/2023 - PLATFORM WEALTH LLC. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-29 |
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