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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Yakima | WA | 06/2014 | 07/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Yakima | WA | 06/2014 | 07/2017 |
| Todd Homer | Yakima | WA | 06/2014 | 07/2017 |
| Carbonite Design | Yakima | WA | 06/2017 | 06/2019 |
| Lpl Financial, Llc | Yakima | WA | 07/2017 | Present |
| Financial Advocates Investment Management | Yakima | WA | 07/2017 | Present |
1. 07/26/2017 - INTEGRITY WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 6/14/2017 - 40 Hours Per Month/2 Hours During Securities Trading - Time Spent 25%. 2. 8/8/2017 - FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 6/14/2017 - 12 Hours Per Month/0 Hours During Securities Trading - I provide administrative support to FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, an independent investment advisor firm. I started this business activity in 6/2017. I expect to spend approximately 12 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 8/8/2017 - INTEGRITY WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - LICENSED ADMIN. - Started 6/14/2017 - 12 Hours Per Month/6 Hours During Securities Trading - Time spent 70%. 4. 3/24/2021 â?" Curio Playing Cards â?" Not Investment Related â?" Home Based â?" Other-Business Owner â?" Start Date: 1/11/2021 â?" 20 Hours Per Month/0 Hours During Securities Trading â?" Develop and sell collectible playing cards and collaborate with talented artists to make memorable decks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-29 |
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