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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
5711 S. Hailee Lane, Spokane, WA 99223 • United States
5677 Rd 68, Pasco, WA 99301 • United States
9 South Washington Street Suite #105, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jmk & Associates | Spokane | WA | 11/2015 | 02/2021 |
| Lpl Financial, Llc | Spokane | WA | 04/2017 | 11/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2021 | 05/2025 |
| Spokane Teacher Credit Union | Spokane | WA | 03/2021 | Present |
| Lpl Financial Llc | Spokane | WA | 05/2025 | Present |
1 - 06/2025 -Investment products and services are offered through LPL Financial LLC using the DBA/trade name STCU Invesment Services - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2 - 06/2025 - All Heart Infusion - Non-Profit Board Member - Not Inv Related - 1 Hour/Month - OBA Start Date: 08/22/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-01 |
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