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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| WA | RA | APPROVED | 2013-01-02 |
Branch Locations
1304 W. College Ave, Suite A, Spokane, WA 99201 • United States
101 E 1St Ave, Ritzville, WA 99169 • United States
22 E 1St Ave, Odessa, WA 99159 • United States
1015 Central Ave. S., Quincy, WA 98848 • United States
134 W. Woodin Ave., Chelan, WA 98816 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Spokane | WA | 12/2012 | Present |
1. 9/12/2017 - Purpose Financial Advisors, LLC - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - Started 09/15/2017 - 160 Hours Per Month/7 Hours During Securities Trading. 2. 8/21/2018 - Stephen E Gray, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/17/2010 - 1 Hours Per Month/0 Hours During Securities Trading - LLC set up strictly for Tax Reporting. 3. 6/24/2021 - College Project, LLC - Investment Related - Spokane, WA 99201 - Real Estate Rental - Start Date: 3/2/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Buying a commercial real estate property. 4. 10/16/2024 - Mariner Insurance Resources - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/25/2024 - 1 Hour Per Month/ During Trading 5. 11/21/2025 - Purpose Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-19 |
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