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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| WA | RA | APPROVED | 2017-08-28 |
Branch Locations
1304 W. College Ave, Suite A, Spokane, WA 99201 • United States
101 E 1St Ave, Ritzville, WA 99169 • United States
1015 Central Ave. S., Quincy, WA 98848 • United States
134 W. Woodin Ave., Chelan, WA 98816 • United States
22 E 1St Ave, Odessa, WA 99159 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Partners Wealth Management | Spokane | WA | 05/2017 | 06/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2013 | 04/2017 |
| Lpl Financial, Llc | Spokane | WA | 05/2017 | Present |
1. 9/12/2017 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Purpose Financial Advisors, LLC - Investment related - At Reported Business Location(s) - Start Date 09/15/2017 - 160 Hours Per Month/7 Hours During Securities Trading. 2. 1/15/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wheatland Bank - DBA: Wheatland Wealth Management - Investment Related - At Reported Business Location(s) - Start Date: 1/4/2021 - 60 Hours Per Month/60 Hours During Securities Trading. 3. 12/05/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Purpose Financial Advisors - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ 100 hours during trading 4. 06/01/2026 - Advanta Insurance Brokers - Non-Variable Insurance - Investment Related - At Reported business Location(s) - Start Date 05/20/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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