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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-06-30 |
Branch Locations
26902 92Nd Ave, Nw, Ste D, Stanwood, WA 98292 • United States
1066 Lakeway Drive, Bellingham, WA 98229 • United States
Bellingham, WA • United States
1753 S Burlington Blvd, Burlington, WA 98233 • United States
1262 State Ave Suite C, Marysville, WA 98270 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mount Vernon | WA | 07/2011 | 10/2016 |
| Key Investment Services | Mount Vernon | WA | 10/2016 | 06/2021 |
| Lpl Financial Llc | Bellingham | WA | 06/2021 | Present |
| Boeing Employees Credit Union | Bellingham | WA | 06/2021 | Present |
1)06/16/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services 206/16/2021 - UNITED STATES COAST GAURD AUXILLARY - Aircraft Commander - Non-Inv Rel - Bellingham, WA - Start: 01/2008 - 4 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-10 |
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