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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-25 |
| WA | RA | APPROVED | 2025-03-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2010 | 02/2019 |
| Penn Mutual Life Ins Co | Horsham | PA | 02/2010 | 02/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 02/2019 | 05/2022 |
| Alaska Usa | Seattle | WA | 02/2019 | 11/2023 |
| Lpl Financial Llc | Seattle | WA | 05/2022 | 10/2023 |
| Lpl Financial Llc | Edmonds | WA | 12/2023 | 02/2024 |
| Lpl Financial Llc | Edmonds | WA | 02/2024 | Present |
| Financial Advocates Investment Mgmt | Olympia | WA | 02/2024 | 03/2025 |
1-02/2024 / Olympic Investment Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hrs during trading / start date 12/01/2023 2-03/06/2024 / Olympic Investment Group name only for Financial Advocates Investment Management (FAIM)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-02 |
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