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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-04 |
| WA | RA | APPROVED | 2025-05-16 |
Branch Locations
1573 Main St., Ferndale, WA 98248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Bellingham | WA | 08/2018 | 05/2025 |
| Christ The King Church | Bellingham | WA | 08/2016 | 07/2018 |
| Lpl Financial | Ferndale | WA | 05/2025 | Present |
1- 03/2025 / JD Phillips & Associates / DBA for LPL Business (entity for LPL business) / Investment Related / 800 hrs mth / 800 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-29 |
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