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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| WA | RA | APPROVED | 2026-04-27 |
Branch Locations
1200 5Th Ave, Ste 1920, Seattle, WA 98101 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1200 5Th Ave Ste 1920, Seattle, WA 98101 • United States
179 Madrone Lane N, Ste 202, Bainbridge Island, WA 98110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Head Rush Technologies | Boulder | CO | 06/2016 | 08/2018 |
| D.A. Davidson & Co. | Seattle | WA | 08/2018 | 04/2026 |
| Lpl Financial | Seattle | WA | 04/2026 | Present |
1. 04/2026 - Michael Stevenson - Real Estate Rental - Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - North Bend, WA, 98045 - OBA Start Date: 07/17/2017 2. 04/2026 - Soundview Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 04/27/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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