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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-23 |
| WA | RA | APPROVED | 2021-09-23 |
Branch Locations
886 Bayshore Dr., Unit E, Oak Harbor, WA 98277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 01/2020 | 11/2020 |
| Docusign | Seattle | WA | 06/2018 | 09/2019 |
| University Of Washington | Seattle | WA | 04/2018 | 06/2018 |
| Paycom Software | Seattle | WA | 01/2018 | 04/2018 |
| Liberty Mutual Insurance | Bellevue | WA | 06/2017 | 01/2018 |
| University Of Washington | Seattle | WA | 03/2017 | 06/2017 |
| University Of Washington: University Advancement | Seattle | WA | 10/2015 | 03/2017 |
| Securities America Advisors, Inc. | Oak Harbor | WA | 11/2020 | 09/2021 |
| Cook Wealth Management | Oak Harbor | WA | 09/2019 | 01/2020 |
| Lpl Financial, Llc | Oak Harbor | WA | 09/2021 | Present |
1) 09/23/2021 - DBA for LPL Business (entity for LPL business) - Cook Wealth Management - Investment Related - Oak Harbor, WA 98277 - Start date: 01/06/2020 2) 9/23/2021 - DBA for LPL Business (entity for LPL business) - GLADSTONE WEALTH PARTNERS - Investment Related - Oak Harbor WA 98277 - start date: 09/23/2021 3) 07/18/2025 - Cook Nadeau Ventures LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Rel - Home Based - Start date: 06/01/2025 - 1hr/mnth 0hr during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
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