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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kfc | Toppenish | WA | 05/2015 | 05/2017 |
| Dairy Queen | Wapato | WA | 06/2017 | 01/2018 |
| Pexco Aerospace | Yakima | WA | 06/2017 | 09/2017 |
| Costco Call Center | Yakima | WA | 10/2017 | 01/2019 |
| Unemployed | Yakima | WA | 01/2019 | 05/2019 |
| Smgi Inc | Seattle | WA | 06/2019 | 03/2020 |
| Rent A Center | Yakima | WA | 04/2020 | 08/2021 |
| Ll Flooring | Yakima | WA | 08/2021 | 12/2024 |
| Yakima Valley College, North Seattle College | Yakima | WA | 01/2021 | Present |
| Hr Block | Toppenish | WA | 10/2022 | 06/2023 |
| Northwestern Mutual | Yakima | WA | 11/2024 | 04/2025 |
| Lpl Financial | Tooele | UT | 06/2025 | Present |
1) 05/2025 - Summit Point Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 180 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-31 |
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