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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-06
  • WA RA
    APPROVED
    Since 2020-10-06

Branch Locations

14100 Se 36Th St Suite 120A, Bellevue, WA 98006 • United States

2219 Rimland Dr, Ste. 301, Belllingham, WA 98226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life & Casualty Co. Lynnwood WA 09/1998 09/2020
Keller Williams Western Realty Bellingham WA 09/2013 01/2018
Bankers Life Securities, Inc. Lynnwood WA 06/2016 09/2020
Worldventures Marketing , Llc Plano TX 07/2017 01/2019
Homesmart One Realty Bellingham WA 04/2018 11/2023
Bankers Life Advisory Services, Inc. Lynnwood WA 01/2018 09/2020
Lpl Financial Llc Bellingham WA 10/2020 Present
Berkshire Hathaway/Baside Realty Bellingham WA 11/2023 11/2023
  • 09/1998 → 09/2020
    Bankers Life & Casualty Co.
    Lynnwood, WA
  • 09/2013 → 01/2018
    Keller Williams Western Realty
    Bellingham, WA
  • 06/2016 → 09/2020
    Bankers Life Securities, Inc.
    Lynnwood, WA
  • 07/2017 → 01/2019
    Worldventures Marketing , Llc
    Plano, TX
  • 04/2018 → 11/2023
    Homesmart One Realty
    Bellingham, WA
  • 01/2018 → 09/2020
    Lynnwood, WA
  • 10/2020 → Present
    Bellingham, WA
  • 11/2023 → 11/2023
    Berkshire Hathaway/Baside Realty
    Bellingham, WA
Previous Registrations
Other Businesses

1)10/06/2020 - Real Estate Land - inv rel - Ocean Shores, WA - start: 03/2015 2) 3/1/2021 - Insurance Works Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Non-Variable Insurance - Agent - Started 03/01/2021 - 10 Hours Per Month/1 During Securities Trading. 3) 01/12/2024 - Northwest Home Solutions, Inc. - Inv Related - Bellingham, WA - Mortgage/Real Estate Services - Real Estate Broker - Started: 11/2/2023 - 20 hrs/Mo; 0 Hrs During Trading. 4) 10/13/2025- Dynama Pursuits LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 11/02/2023- 20 Hours Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-27
S63 Uniform Securities Agent State Law Examination 2016-08-02
  • S66 Uniform Combined State Law Examination
    2017-12-27
  • S63 Uniform Securities Agent State Law Examination
    2016-08-02
Other Names
  • Salome Israel
  • Robin Lynn Knutzen
  • Robin Kagan

View on SEC IAPD

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