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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-01 |
| TX | RA | APPROVED | 2020-11-24 |
| WA | RA | APPROVED | 2020-11-16 |
Branch Locations
Northbrook, IL • United States
707 S. Grady Way, Suite 600, Renton, WA 98057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 03/2016 | 07/2018 |
| Massmutual Life Insurance Company | Chicago | IL | 07/2018 | 08/2020 |
| Mml Investors Services, Llc | Chicago | IL | 07/2018 | 08/2020 |
| Lpl Financial, Llc | Sammamish | WA | 08/2020 | Present |
| Triad Investment Management | Issaquah | WA | 09/2020 | 10/2020 |
1. 8/24/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 9/01/2020 - 1 Hour Per Month During Securities Trading - Time Spent 1% - LTC, disability. 2. 02/11/2022- Tyler Atkinson LLC - DBA: Atkinson Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/15/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 02/24/2022 - No Business Name - Not Investment Related - Location: Varies - Other-Freelance writer - Freelance Writer - Start Date: 05/30/2022 - 20 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-18 |
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