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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-20 |
| WA | RA | APPROVED | 2013-02-08 |
Branch Locations
1120 N. Mullan Ave, Ste 204, Spokane Valley, WA 99206 • United States
721 S Pioneer Way, Moses Lake, WA 98837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Spokane Valley | WA | 02/2013 | Present |
1. 2/7/2013 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - AGENT - Time Spent 25% - SELLING LIFE, DISABILITY, LONG TERM CARE. 2. 6/13/2014 - TEAM BEACHBODY - Not Investment Related - Home Based - Other-COACH - Health & Fitness Coach - START 06/15/2014 - 10 Hours Per Month/0 Hours During Securities Trading - Role is to help encourage and motivate others to a lifestyle of health & fitness. 3. 3/22/2017 - Cinergy Financial LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 04/01/2017 - 200 Hours Per Month/150 Hours During Securities Trading. 4) 10/10/2025 - Cinergy Capital LLC - Inv. Related- DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:09/22/2025 - 160 Hrs/Mth - 150 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-25 |
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