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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-14 |
Branch Locations
12770 Gateway Drive, Tukwila, WA 98168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Seattle | WA | 11/2016 | 09/2022 |
| Unemplyeed | Mountlake Terrace | WA | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 11/2016 | 09/2022 |
| Tiaa | Seattle | WA | 09/2022 | 11/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Seattle | WA | 09/2022 | 11/2023 |
| Unemployed | Shoreline | WA | 11/2023 | 05/2024 |
| Project Me On Me, Llc | Tacoma | WA | 05/2024 | Present |
| Unemployed | Tacoma | WA | 11/2023 | 05/2024 |
| Boeing Employee Credit Union | Tukwila | WA | 04/2025 | Present |
| Lpl Financial | Tukwila | WA | 04/2025 | Present |
1) 03/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services 2) 03/2025 - Project me on me LLC / Business Owner / Non Inv Related / Tacoma, WA 98402 / Start date 05/10/2024 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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