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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
401 Nw 12Th Ave, Battle Ground, WA 98604 • United States
1013 Sw Scotton Way, Battle Ground, WA 98604 • United States
11711 Ne 99St St Suite 900, Vancouver, WA 98682 • United States
3003 Ne 62Nd Ave, Vancouver, WA 98661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Vancouver | WA | 05/2016 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | 01/2017 |
| Self-Employed | Camas | WA | 02/2017 | 07/2021 |
| Cetera Advisors Llc | El Segundo | CA | 09/2017 | 09/2017 |
| Wiora Retirement Strategies | Milwaukie | OR | 02/2018 | 07/2021 |
| Kms Financial Services, Inc | Seattle | WA | 03/2018 | 11/2020 |
| Securities America, Inc. | Camas | WA | 11/2020 | 07/2021 |
| Securities America Advisors, Inc. | Camas | WA | 11/2020 | 07/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 07/2021 | 05/2025 |
| Columbia Credit Union | Vancouver | WA | 07/2021 | Present |
| Lpl Financial Llc | Battle Ground | WA | 05/2025 | Present |
1. 05/15/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Columbia Invest and Insure- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 04/29/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-09 |
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