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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-16 |
| NV | RA | APPROVED | 2023-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington State University | Pullman | WA | 08/2016 | 05/2017 |
| Pacific Office Automation | Beaverton | OR | 05/2017 | 08/2017 |
| Washington State University | Pullman | WA | 08/2017 | 05/2018 |
| Performance Abatement Services | Vancouver | WA | 05/2018 | 08/2018 |
| Washington State University | Pullman | WA | 08/2018 | 05/2019 |
| Financial Advocates Investment Management | Minden | NV | 05/2019 | 10/2023 |
| Lpl Financial, Llc | Minden | NV | 11/2019 | Present |
| Financial Advocates Investment Management | Olympia | WA | 11/2019 | 02/2020 |
1. 10/12/2023 - Jackson & Whitaker - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/22/2023 - 174 Hours Per Month/ 25 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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