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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-19
WA RA APPROVED 2024-11-01
  • CO RA
    APPROVED
    Since 2026-01-19
  • WA RA
    APPROVED
    Since 2024-11-01

Branch Locations

Colorado Springs, CO • United States

6019 Lake Grove Street Sw, Lakewood, WA 98499 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2018 → 11/2018
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 03/2018 → 07/2018
    Hawaii Department Of Education
    Wahiawa, HI
  • 08/2005 → 03/2018
    Unemployed
    Columbus, GA
  • 11/2018 → 10/2024
    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
  • 11/2024 → Present
    Lakewood, WA
  • 11/2024 → Present
    Harborstone Credit Union
    Lakewood, WA
Previous Registrations
Other Businesses

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).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-29
  • S66 Uniform Combined State Law Examination
    2018-10-29
Other Names
  • Megan Leigh Moore

View on SEC IAPD

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