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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-17 |
Branch Locations
124 East Penny Road, Wenatchee, WA 98801 • 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 |
|---|---|---|---|---|
| Cashmere Valley Bank | Wenatchee | WA | 05/2015 | 09/2022 |
| Investment Professionals, Inc. | San Antonio | TX | 11/2015 | 06/2018 |
| Lpl Financial Llc | Wenatchee | WA | 07/2018 | 09/2022 |
| Krci Inc. | East Wenatchee | WA | 09/2022 | 11/2023 |
| Cashmere Valley Bank | Wenatchee | WA | 03/2026 | Present |
| Lpl Financial | Wenatchee | WA | 03/2026 | Present |
| Watercore Cider | Wenatchee | WA | 01/2021 | Present |
1. 3/2026 - Watercore Cider - Business Owner - INV REL - 20 Hour(s)/Month - 0 Hour(s) During Trading - Wenatchee WA 98801 - OBA Start date: 01/01/2021 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cashmere Valley Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 3/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
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