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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
1500 Fairview Ave E, Suite 100, Seattle, WA 98102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symetra Securities, Inc. | Bellevue | WA | 07/2016 | 09/2021 |
| Symetra Life Insurance Company | Bellevue | WA | 07/2016 | 01/2019 |
| Symetra Life Insurance Company | Bellevue | WA | 01/2019 | 09/2021 |
| Unemployed | Arlington | WA | 09/2021 | 05/2022 |
| Lpl Financial | Bellevue | WA | 05/2022 | Present |
| Washington State Employees Credit Union | Bellevue | WA | 05/2022 | Present |
1-12/03/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Services - Investment Related - At Reported Business Location(s) - Start Date 11/29/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-14 |
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