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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-08 |
| WA | RA | APPROVED | 2025-09-08 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5350 Orchard St Ste 200, University Place, WA 98467 • United States
5350 Orchard Street West Suite 200, University Place, WA 98467 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Olympia | WA | 05/2015 | 02/2018 |
| Lincoln Investment | Fort Washington | PA | 02/2018 | 09/2025 |
| Capital Analysts | University Place | WA | 02/2018 | 09/2025 |
| Lpl Financial Llc | University Place | WA | 09/2025 | Present |
1. 07/2025 - Chambers Bay Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/02/2025 2. 07/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - University Place, WA 98466 - OBA Start Date: 06/01/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-14 |
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