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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-10 |
| WA | RA | APPROVED | 2026-06-09 |
Branch Locations
3400 188Th Street Sw Ste 305, Lynnwood, WA 98037 • United States
Seattle, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Seattle | WA | 08/2025 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Seattle | WA | 10/2024 | 05/2026 |
| Seattle Credit Union | Seattle | WA | 03/2023 | 10/2024 |
| Doordash | Seattle | WA | 05/2018 | 03/2023 |
| Grub Hub Delivery | Seattle | WA | 05/2018 | 03/2023 |
| Uber/Postmates | Seattle | NV | 11/2017 | 03/2022 |
| Valet Living | Las Vegas | NV | 05/2018 | 08/2018 |
| Jerry's Nugget Casino | Las Vegas | NV | 07/2017 | 10/2017 |
| Lile North American Moving & Storage | Kent | WA | 04/2016 | 04/2017 |
| Amazon Fresh | Seattle | WA | 12/2022 | 04/2023 |
| Unemployed | Las Vegas | NV | 05/2017 | 06/2017 |
| Lpl Financial Llc | Lynnwood | WA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
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