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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| WA | RA | APPROVED | 2022-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Vancouver | WA | 11/2009 | 03/2017 |
| D.A. Davidson & Co. | Vancouver | WA | 03/2017 | 09/2017 |
| Securities America, Inc. | Vancouver | WA | 12/2017 | Present |
| Securities America Advisors | Vancouver | WA | 12/2017 | Present |
| Lpl Financial Llc | Vancouver | WA | 11/2022 | Present |
1. 06/06/2024 - Impact Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/01/2017 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-10 |
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