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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-03 |
Branch Locations
119 E College Way, Mt. Vernon, WA 98273 • United States
650 Ne Midway Blvd, Oak Harbor, WA 98277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc | Waverly | IA | 02/2020 | 05/2022 |
| Alaska Usa Fcu | Renton | WA | 02/2020 | 05/2022 |
| Milliman, Inc. | Seattle | WA | 10/2013 | 02/2020 |
| Samena Swim And Recreation Club | Bellevue | WA | 10/2004 | 12/2019 |
| Coldwell Banker Bain | Kirkland | WA | 12/2021 | 01/2024 |
| Lpl Financial Llc | Renton | WA | 05/2022 | 06/2022 |
| Mckay Wealth Management | Tukwila | WA | 05/2022 | 12/2023 |
| Pacific Rim Financial Group | Tukwila | WA | 05/2022 | 12/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 05/2022 | 12/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2023 |
| Woodstay | Marblemount | WA | 06/2023 | Present |
| Kestra Advisory Services, Llc | Anacortes | WA | 01/2024 | 01/2025 |
| Kestra Investment Services, Llc | Anacortes | WA | 01/2024 | 01/2025 |
| Barrett Financial, Ltd. | Anacortes | WA | 01/2024 | 01/2024 |
| Global Credit Union | Oak Harbor | WA | 01/2025 | Present |
| Lpl Financial | Oak Harbor | WA | 01/2025 | Present |
1- 01/03/2025 / Global Retirement & Investment Services / Investment products and services are offered through LPL Financial LLC using the DBA/trade name Global Retirement & Investment Services / Investment Related / At reported business location(s) 2- 01/03/2025 / Misty Mountains BookKeeping / Tax Prep/Accounting/CPA / Investment Related / 10 hrs mth / Oak Harbor, WA / Start date: 02/01/2024 3- 01/03/2025 - Andrew Lee Realtor - Investment Related - Mortgage/Real Estate Services - Kirkland, WA - Start Date 12/01/2001 - 0 Hrs/Mth - 0 Hrs During Trading. 4- 01/02/2026 - JDA TSG - Outside/W-2 Employment - Tax Expert - Not Investment Related - New York, NY - Start Date 12/29/2025 - 40 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-22 |
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