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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-19 |
| WA | RA | APPROVED | 2023-04-19 |
Branch Locations
33930 Weyerhaeuser Way S Ste 200, Federal Way, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way | WA | 01/2019 | 04/2023 |
| Sundance Catalog | West Valley City | UT | 05/2013 | 01/2019 |
| Bank Of America, N.A. | Federal Way | WA | 03/2019 | 04/2023 |
| Lpl Financial Llc | Federal Way | WA | 04/2023 | Present |
1) 04/2023 - CBLK LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Edgewood, WA - Co-owner - Start Date 04/12/2023 - 1hr/month 2) 04/20/2023 - Pacific Legacy Wealth Partner - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/19/2023 - 100 Hours Per Month/8 Hours During Securities Trading 3) 06/30/2026 - Jace Kasteler - Independent Insurance Agent - Non-Variable Insurance - Investment Related- At Reported Business Location(s) - Start Date 06/30/2026 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-26 |
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