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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-07 |
| IL | RA | APPROVED | 2025-03-11 |
Branch Locations
105 Central Way, Kirkland, WA 98033 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
401 Country Club Rd, Crystal Lake, IL 60014 • United States
401 Country Club Rd, Crystal Lake, IL 60014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trail Cpa | Kirkland | WA | 03/2019 | 07/2022 |
| Gpl Tax & Accounting | Kirkland | WA | 09/2017 | 02/2019 |
| Integrated Ag | Scottsdalw | AZ | 01/2014 | 08/2017 |
| Independent Financial Group | Kirkland | WA | 08/2019 | 07/2022 |
| Ameriprise Financial Services, Llc | Bothell | WA | 07/2022 | 12/2024 |
| Lpl Financial Llc | Crystal Lake | IL | 02/2025 | Present |
1. 02/18/2025- Bothell Rental- Real Estate Rental- Bothell, WA 98012- Inv Rel- 1 Hr Per Mnth- 1 Hr During Trading- Start Date 01/01/2018 2. 02/18/2025- Trail Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 3. 02/18/2025- Scottsdale Rental- Real Estate Rental- Crystal Lake, IL 60014- Inv Rel- 1 Hr Per Mnth- 1 Hr During Trading- Start Date 01/01/2016 4. 02/17/2025- Trail CPA Corporation- Tax Prep/Accounting/CPA- Kirkland, WA 98033- Inv Rel- 140 Hrs Per Mnth- 30 Hrs During Trading-Start Date 03/01/2019
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2019-01-29 |
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