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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-15 |
| WA | RA | APPROVED | 2023-06-15 |
Branch Locations
2505 S 320Th St Ste 105, Federal Way, WA 98003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Kent | WA | 07/2016 | 06/2023 |
| Lpl Financial Llc | Federal Way | WA | 06/2023 | Present |
1-06/2023 / Platform Wealth, LLC. / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / FEDERDAL WAY, WA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-05 |
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