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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-01 |
| WA | RA | APPROVED | 2024-05-01 |
Branch Locations
601 W. Main Ave, Suite 820, Spokane, WA 99201 • United States
601 W. Main Ave Suite 812/813, Spokane, WA 99201 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Spokane | WA | 11/2008 | 05/2024 |
| Lpl Financial Llc | Spokane | WA | 05/2024 | Present |
1. 04/03/2024- Burlwood Wealth- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-21 |
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