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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
909 Squalicum Way, Ste 110, Bellingham, WA 98225 • United States
909 Squalicum Way, Ste 110, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Bellingham | WA | 01/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bellingham | WA | 03/2011 | 07/2021 |
| American Red Cross | Bellingham | WA | 09/2013 | 01/2017 |
| Business Networking International | Bellingham | WA | 10/2014 | 03/2018 |
| Business Builders By The Bay | Bellingham | WA | 08/2018 | 07/2021 |
| Triplett Financial Advisor, Inc. | Bellingham | WA | 06/2019 | 07/2021 |
| Happy Renters Llc | Bellingham | WA | 05/2020 | 07/2021 |
| Lpl Financial Llc | Bellingham | WA | 07/2021 | Present |
1) 10/2019 - Business Entity For Tax/Investment Purposes Only - Triplett Financial Advisor, Inc - Not Investment Related - Bellingham, WA 2) 6/2020 - Business Entity For Tax/Investment Purposes Only - Happy Renters, LLC - Not Investment Related - Bellingham, WA 3) 10/2021 - Non-Variable Insurance - Crump and Associates of Clifton Park - Investment Related - Bellingham, WA 4) 09/12/2024 - Great Practices Sound Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/28/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-23 |
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