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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-25 |
| WA | RA | APPROVED | 2023-07-25 |
Branch Locations
10900 Ne 4Th Street, Ste 2260, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bellevue | WA | 10/2011 | 07/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2023 |
| Lpl Financial Llc | Bellevue | WA | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) 07/2023 - Pinnacle Private Wealth Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 07/2023 - TABLER REALTY SERVICES LLC / BUSINESS OWNER / Not Investment Related / CLYDE HILL, WA - Start date 07/10/2023 - 3) 07/2023 - TABLER RENTALS LLC / Real Estate Rental / Not Investment Related / Start date 07/10/2023 - 2 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
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