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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED | 2024-12-13 |
| WA | RA | APPROVED | 2024-12-13 |
Branch Locations
4400 Ne 77Th Ave Ste 275 #206, Vancouver, WA 98662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 12/2014 | 12/2024 |
| Pacific Northwest Tax & Accounting Services | Vancouver | WA | 12/2014 | Present |
| Pacific Northwest Wealth Management | Vancouver | WA | 12/2014 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 12/2024 |
| Lpl Financial, Llc | Vancouver | WA | 12/2024 | Present |
1-12/2024 / PACIFIC NORTHWEST TAX AND ACCOUNTING SERVICES / Tax Prep/Accounting/CPA / INV RLTD / 80 HRS MNTHS / 5 HRS DURING TRADING/1/5/2024 2- 12/2024 / Pacific Northwest Wealth Management / Non-Variable Insurance / INV RLTD / 40 HRS MNTH / 2 HRD DURING TRADING / START 11/25/2024 3- 12/2024 / Pacific Northwest Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING 4- 12/2024 / TAP HORN RANCH LLC / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / START 05/01/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
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