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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-10 |
Branch Locations
100 Madison Street Suite 1300, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliant Insurance | Spokane | WA | 06/2016 | 01/2020 |
| Homestreet Bank | Spokane | WA | 01/2020 | 04/2021 |
| Securities America, Inc. | Spokane | WA | 04/2021 | 12/2021 |
| Securities America, Inc. | Spokane | WA | 12/2021 | 06/2022 |
| Cadaret, Grant & Co., Inc. | Spokane | WA | 06/2022 | 07/2025 |
| Lpl Financial Llc | Spokane | WA | 07/2025 | Present |
1. 07/10/2025- Forster Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/01/2021- 160 Hours Per Month- 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-31 |
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