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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-18 |
Branch Locations
600 University St Ste 1328, Seattle, WA 98101 • United States
600 University Street Ste 1328,, Seattle, WA 98101 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Seattle | WA | 04/2012 | 04/2017 |
| Roosevelt High School | Seattle | WA | 09/2010 | 06/2017 |
| Lpl Financial Llc | Seattle | WA | 05/2026 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Bellevue | WA | 04/2017 | 05/2024 |
| Northwestern Mutual Investment Services | Seattle | WA | 05/2024 | 05/2026 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2024 | 05/2026 |
| Northwestern Mutual Wealth Management Company | Seattle | WA | 05/2024 | 05/2026 |
| Emerald Wealth Management | Seattle | WA | 07/2024 | Present |
1. 04/2026 - EMERALD WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Seattle WA 98101 – OBA Start Date: 5/18/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-27 |
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