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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-02 |
| WA | RA | APPROVED | 2020-11-02 |
Branch Locations
1895 E Main Street, Ferndale, WA 98248 • United States
4183 Meridian St, Bellingham, WA 98226 • United States
200 E Main St, Everson, WA 98247 • United States
418 Grover Street, Lynden, WA 98264 • United States
1801 Riverside Dr, Mount Vernon, WA 98273 • United States
1333 Cornwall Ave, Bellingham, WA 98225 • United States
4183 Meridian St, Bellingham, WA 98226 • United States
201 Main Street, Suite 101, Edmonds, WA 98020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | San Francisco | CA | 04/2014 | 03/2017 |
| First Republic Investment Management, Inc. | San Francisco | CA | 04/2014 | 03/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 03/2017 | 05/2019 |
| Bellingham Capital Management | Bellingham | WA | 10/2019 | 06/2020 |
| None | Lynden | WA | 05/2019 | 10/2019 |
| Unemployed | Lynden | WA | 07/2020 | 10/2020 |
| Lpl Financial Llc | Lynden | WA | 11/2020 | Present |
| Peoples Bank | Lynden | WA | 11/2020 | Present |
1)10/28/2020 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Peoples Investments - inv rel - at reported business location(s) - start: 11/2020
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-19 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-11 |
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