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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-13 |
| WA | RA | APPROVED | 2026-04-13 |
Branch Locations
1002 Park Ave N. Suite F, Renton, WA 98057 • United States
15600 Ne 8Th St Ste K8, Bellevue, WA 98008 • United States
1107 Sw Grady Way, Ste 170, Renton, WA 98057 • United States
201 Wells Avenue South, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Enumclaw | WA | 05/2011 | 09/2017 |
| J.P. Morgan Securities Llc | Enumclaw | WA | 10/2012 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 09/2017 | 12/2018 |
| Bank Of America, N.A. | Seattle | WA | 11/2017 | 12/2018 |
| Jp Morgan Securities, Llc | Newcastle | WA | 12/2018 | 07/2022 |
| Jp Morgan Chase Bank, N.A. | Newcastle | WA | 12/2018 | 07/2022 |
| Massmutual Life Insurance Company | Seattle | WA | 07/2022 | 11/2023 |
| Lpl Financial Llc | Renton | WA | 11/2023 | Present |
| Financial Advocates Investment Management | Renton | WA | 12/2023 | 11/2024 |
| First Financial Northwest Bank | Renton | WA | 11/2023 | 07/2025 |
| Global Credit Union | Renton | WA | 07/2025 | Present |
1) 12/07/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Financial Wealth Services - Investment Related - At Reported Business Location(s) - Start Date:12/05/2023 -0 Hrs/Mth - 0 Hrs During Trading. 2) 08/13/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Global Retirement & Investment Services - Investment Related - At Reported Business Location(s) - Start Date:07/31/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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