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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-14 |
| WA | RA | APPROVED | 2024-01-19 |
Branch Locations
102 E Main Ave., Spokane, WA 99202 • United States
309 E Farwell Rd Ste 306, Spokane, WA 99218 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Spokane | WA | 03/2013 | 10/2019 |
| Lpl Financial, Llc | Spokane | WA | 11/2019 | Present |
| Financial Advocates Investment Management | Spokane | WA | 11/2019 | 06/2021 |
| Jmk & Associates, Llc | Spokane | WA | 03/2021 | 01/2024 |
1. 3/15/2021 - BKA Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2021 - 4 Hours Per Month/2 Hours During Securities Trading. 2. 11/29/2021 - Lusk Family Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/10/2019 - 4 Hours Per Month/0 Hours During Securities Trading - My financial advisory practice. 3. 06/07/2022 - No Business Name - Investment Related -Home Based - Other - Notary Public - Washington state Notary - start date - 05/10/2022- 2 hr/mo - 0 hr during trading. 4. 01/04/2024 - Lusk Financial Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 1/31/2024 - 120 Hrs/mo; 80 Hrs During Trading 5. 10/14/2024 - Lusk Property Management - Real Estate Rental - Investment Related - Colbert, WA - Start Date 05/01/2023 - 2 Hours Per month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-21 |
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