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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-22 |
| WA | RA | APPROVED | 2024-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 06/2019 | 11/2020 |
| Slalom Consulting | Seattle | WA | 05/2004 | 05/2024 |
| Securities America, Inc. | Seattle | WA | 11/2020 | 05/2024 |
| Securities America Advisors, Inc. | Seattle | WA | 11/2020 | 05/2024 |
| Arbor Point Advisors | Seattle | WA | 11/2020 | 05/2024 |
| Lpl Financial Llc | Seattle | WA | 05/2024 | Present |
1) 04/18/2024 - Macaulay & Associates, LLC - Seattle, WA 98121 - Investment Related - DBA 2) 04/18/2024 - CRYSTAL MOUNTAIN ALPINE CLUB - Bellevue WA 98015 - Coaching alpine ski racing to kids - 12 hrs/mth. 3) 04/18/2024 - HIGHLANDER CAPITAL LLC - Co-owner - 160 hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-23 |
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