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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-05-19 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
23505 E Appleway Ave Ste 200-209, Liberty Lake, WA 99019 • United States
1325 W 1St Suite 216, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Des Moines | IA | 09/2014 | 04/2021 |
| Lpl Financial Llc | Spokane | WA | 04/2021 | Present |
1) 5/2021- Real Estate Rental- Owner-Inv. Related- Sandpoint, ID- start date 2017- 5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-25 |
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