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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-09 |
Branch Locations
1604 Hewitt Ave Suite 704, Everett, WA 98201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Salt Lake City | UT | 01/2023 | 03/2025 |
| Wells Fargo Bank | Salt Lake City | UT | 01/2023 | 03/2025 |
| Goldman Sachs | Draper | UT | 02/2019 | 04/2020 |
| University Of Utah | Salt Lake City | UT | 04/2020 | 12/2022 |
| Advancedmd | South Jordan | UT | 07/2017 | 02/2019 |
| Cyprus Federal Credit Union | South Jordan | UT | 05/2015 | 07/2017 |
| Sally Beauty/Cosmo Prof | Riverton | UT | 10/2021 | 12/2021 |
| Lpl Financial Llc | Everett | WA | 03/2025 | Present |
1 - 03/2025 - Jessica Simmons - Author - Not Inv Related - 4 Hours/Month - UT 84107 - OBA Start Date: 08/17/2017. 2 - 03/2025 - Bailey Wealth Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 5 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
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