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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| ID | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| SC | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
| WY | RA | APPROVED | 2021-07-21 |
Branch Locations
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bellevue | WA | 11/2004 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Newcastle | WA | 01/2005 | 07/2021 |
| Bellevue Rotary | Bellevue | WA | 03/2010 | 08/2018 |
| Newcastle Chamber | Newcastle | WA | 01/2021 | Present |
| City Of Newcastle | Newcastle | WA | 12/2009 | 07/2019 |
| Newcastle Chamber Of Commerce | Newcastle | WA | 03/2017 | 01/2021 |
| Women Business Owners | Seattle | WA | 01/2018 | 01/2019 |
| Calliope Holdings Llc | Bainbridge Island | WA | 10/2019 | Present |
| Greater Newcastle Chamber Of Commerce | Newcastle | WA | 01/2021 | 07/2021 |
| Lpl Financial Llc | Bellevue | WA | 07/2021 | Present |
1. 08/12/2021 - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/10/2005 - 10 Hours Per Month 2. 08/12/2021 - Calliope Holdings LLC - Real Estate Rental - Owner - Investment Related - Newcastle, WA - Start Date 09/27/2019 - 2 Hours Per Month 3. 09/12/2024 - Great Practices Sound Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/28/2024 - 40 Hours Per Month/ 25 Hours During Trading 4. 11/19/2025 - City of Newcastle - Other - Newcastle City Council Member - Not Investment Related - Newcastle, WA - Start Date 01/06/2026 - 15 hours per month/ 1 hour during trading 5. 01/15/2026 - City of Newcastle - Politics/ Government- City Councilperson - Not Investment Related - Newcastle, WA - Start Date 01/06/2026 - 20 hours per month/ 4 hours during trading 6. 02/04/2026 - Newcastle City Council - Politics/ Government - Finance Committee - Not Investment Related - Newcastle, WA - Start Date 01/28/2026 - 3 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-08 |
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