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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-14 |
Branch Locations
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Lake Oswego | OR | 07/2024 | 11/2024 |
| Washington State University Urec | Pullman | WA | 08/2022 | 05/2024 |
| Ups | Portland | OR | 05/2022 | 08/2022 |
| Full-Time Education | Pullman | WA | 08/2021 | 05/2022 |
| Amazon | Troutdale | OR | 08/2020 | 08/2021 |
| Full-Time Education | Camas | WA | 09/2014 | 08/2020 |
| Unemployed | Camas | WA | 05/2024 | 07/2024 |
| The Prudential Insurance Company Of America | Lake Oswego | OR | 11/2024 | Present |
| Lpl Enterprise, Llc | Mercer Island | WA | 11/2024 | Present |
1) 07/29/2026-Oswego Legacy Partners-Partner/Wealth Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 07/28/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-12 |
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