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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-08 |
| WA | RA | APPROVED | 2022-09-08 |
Branch Locations
3400 188Th St Sw Suite 305, Lynnwood, WA 98037 • United States
Mountlake Terrace, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Seattle | WA | 08/2021 | 09/2022 |
| Coastal Community Bank | Everett | WA | 06/2017 | 06/2021 |
| Washington State University | Pullman | WA | 08/2016 | 05/2020 |
| Lpl Financial Llc | Mountlake Terrace, | WA | 09/2022 | Present |
1. 3/22/2023 - No Business Name - Not Investment Related - Mountlake Terrace WA 98043 - Other - Notary - Notary Public State of Washington - Start Date - 01/11/2023 - 1 Hours Per Month/0 Hours During Securities Trading - Notary Public
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
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