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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED_RES | 2025-05-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 02/2016 | 06/2019 |
| The Prudential Insurance Company Of America | Bellevue | WA | 07/2019 | 04/2021 |
| Pruco Securities Llc | Bellevue | WA | 07/2019 | 04/2021 |
| Royal Alliance | Bellevue | WA | 04/2021 | 09/2022 |
| Pacific Capital Resource Group | Bellevue | WA | 04/2021 | 09/2022 |
| Securities America, Inc. | Bellevue | WA | 09/2022 | 06/2024 |
| Securities America Advisors | Bellevue | WA | 09/2022 | 06/2024 |
| Osaic Wealth, Inc. | Bellingham | WA | 06/2024 | 05/2025 |
| Osaic Wealth, Inc. | Bellingham | WA | 06/2024 | 05/2025 |
| Lpl Financial | Bellingham | WA | 05/2025 | Present |
1- 05/2025 - Spokane Chapter-Military Officers Association of America - Non-Profit Board Member - Not investment Related - Veradale, WA- Start Date 01/01/2019 - 5 Hours per month/ 0 hours during trading 2- 05/2025 - Iron Point Northwest - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/10/2024 - 160 Hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-20 |
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