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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-31 |
| WA | RA | APPROVED | 2009-09-08 |
Branch Locations
10011 Bridgeport Way Sw Ste 700, Lakewood, WA 98499 • United States
3803B South Meridian, Puyallup, WA 98373 • United States
12770 Gateway Drive, Tukwila, WA 98168 • United States
17528 Meridian E Suite 200, Puyallup, WA 98375 • United States
3408 S 23Rd St, Tacoma, WA 98405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Tukwila | WA | 09/2009 | Present |
| Boeing Employee Credit Union Everett | Tukwila | WA | 09/2009 | Present |
1. 5/28/2010: - NON-VARIABLE INSURANCE - LICENSED INSURANCE AGENT PROVIDING FIXED ANNUITIES, LIFE INSURANCE AND LONG-TERM CARE INSURANCE AS INVESTMENTS/PLANNING VEHICLE. - TIME SPENT 30% - TUKWILA, WA. 2. 9/6/2011: DBA ONLY - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services 3. 02/15/2022 - Suhre REI LLC - Investment Related - Home Based and Tacoma, WA 98444 and Tacoma, WA 98498 - Real Estate Rental - Start Date: 01/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading - 4 single family homes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-11 |
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