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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-13 |
| TX | RA | APPROVED | 2022-09-08 |
Branch Locations
3400 188Th St Sw Suite 305, Lynnwood, WA 98037 • United States
Lake Forest Park, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Edmonds | WA | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Edmonds | WA | 11/2016 | 09/2022 |
| Lpl Financial Llc | Mountlake Terrace | WA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-21 |
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