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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-14 |
| WA | RA | APPROVED | 2024-11-14 |
Branch Locations
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
1802 Black Lake Boulevard Sw Suite 203, Olympia, WA 98512 • United States
553 Roosevelt Avenue Suite 201, Enumclaw, WA 98022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Bellevue | WA | 08/2020 | 11/2024 |
| Nordstrom | Seattle | WA | 11/2014 | Present |
| Prudential Insurance Company Of America | Bellevue | WA | 12/2021 | Present |
| Lpl Enterprise, Llc | Enumclaw | WA | 11/2024 | Present |
1) 10/03/2024 - Retirement Planning Services LLC - Financial Planning Services, Insurance sales, and investment advice - DBA for LPL Business (entity for LPL business) - INV Related- At Olympia, WA - Start Date 12/01/2022 - 120hrs/mth - 75hrs/mth During Trading 2) 10/03/2024- Watson Watson Financial Services - Investment advice as well as insurance and planning services - DBA for LPL Business (entity for LPL business) - INV Related- At Olympia, WA - Start Date 05/18/2022 - 120hrs/mth - 75hrs/mth During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-14 |
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