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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-24 |
| WA | RA | APPROVED | 2021-11-17 |
Branch Locations
909 Squalicum Way, Ste 110, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 06/2020 | 11/2021 |
| Salish Wealth Management | Bellingham | WA | 11/2019 | 11/2021 |
| Washington Federal Bank | Ferndale | WA | 10/2011 | 11/2019 |
| Lpl Financial Llc | Bellingham | WA | 11/2021 | Present |
1.11/17/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Consilium Financial; Not Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.05/01/2024; The Bellingham Team LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/24/2024; 1hrs/mth; 1hrs during trading 3.05/01/2024; BuddyIns, Securian, Sammons; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/11/2023; 2hrs/mth; 2hrs during trading 4.10/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wildbrook Wealth Management; Investment Related; at Reported Business Location(s); Start Date 08/20/2024; 0hrs/mth; 0hrs during trading 5.10/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wildbrook Financial; Investment Related; at Reported Business Location(s); Start Date 03/19/2025; 0hrs/mth; 0hrs during trading 6.10/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Beverly Kimball Financial; Investment Related; at Reported Business Location(s); Start Date 04/01/2025; 3hrs/mth; 3hrs during trading 7.10/20/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Kimball Financial; Investment Related; at Reported Business Location(s); Start Date 02/01/2025; 0hrs/mth; 0hrs during trading 8.08/06/2026; Beverly Kimball Financial LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/01/2026; 40hrs/mth; 15hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-01 |
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