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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
3003 Ne 62Nd Ave, Vancouver, WA 98661 • United States
11505 Ne Fourth Plain Road Suite A, Vanvouver, WA 98662 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2012 | 10/2022 |
| Northwestern Mutual Investment Services, Llc | Lake Oswego | OR | 05/2013 | 05/2018 |
| Northwestern Mutual Wealth Managment Company | Milwaukee | WI | 03/2016 | 10/2022 |
| Northwestern Mutual Investment Services, Llc | Vancouver | WA | 05/2018 | 10/2022 |
| Hockinson School District, Hockinson High School | Brush Prairie | WA | 11/2021 | 10/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2022 | Present |
| Columbia Credit Union | San Diego | CA | 10/2022 | Present |
| Lpl Financial Llc | Vanvouver | WA | 05/2025 | Present |
1. 05/15/2025- Columbia Invest and Insure Investment products and services are offered through LPL Financial LLC using the DBA/trade name Columbia Invest and Insure- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/29/2025 2. 05/15/2025- Battle Ground School District-Coach/ Sports/ Fitness- INV Related- At Vancouver, WA- Start date 11/13/2023- 40 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-05 |
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