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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-19 |
| WA | RA | APPROVED | 2024-11-01 |
Branch Locations
Colorado Springs, CO • United States
6019 Lake Grove Street Sw, Lakewood, WA 98499 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2018 | 11/2018 |
| Hawaii Department Of Education | Wahiawa | HI | 03/2018 | 07/2018 |
| Unemployed | Columbus | GA | 08/2005 | 03/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 11/2018 | 10/2024 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2018 | 10/2024 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 11/2018 | 10/2024 |
| Lpl Financial Llc | Lakewood | WA | 11/2024 | Present |
| Harborstone Credit Union | Lakewood | WA | 11/2024 | Present |
1) 10/2024 - HARBORSTONE INVESTMENT SERVICES - INVESTMENT PRODUCTS AND SERVICES ARE OFFERED THROUGH LPL FINANCIAL LLC USING THE DBA/TRADE NAME HARBORSTONE INVESTMENT SERVICES, INVESTMENT REALTED, AT REPORTED BUSINESS LOCATION(S).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-29 |
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