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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-23 |
Branch Locations
4009 Bridgeport Way W, Ste D, University Place, WA 98466 • 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 | Fircrest | WA | 03/2004 | Present |
| Financial Advocates Investment Management | Fircrest | WA | 10/2014 | Present |
(1) 11/03/2004: VELIZ FINANCIAL MANAGEMENT - INV REL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 10/22/2014: FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: FINANCIAL ADVOCATES INVESTMENT MANAGEMENT - START 10/21/2014 - 80 HR/MO NONE DURING SECS TRDG HRS - INVESTMENT ADVISER REPRESENTATIVE (3) 06/30/2015: VELIZ FINACIAL MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) VELIZ FINACIAL MANAGEMENT - START 10/21/2014 - 80 HR/MO ALL DURING SECS TRDG HRS. (4) 11/22/2016: Pacific Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/14/2016 - 10 Hours Per Month/1 Hour During Securities Trading. (5) 10/22/2014: Veliz Financial Management - DBA name only for Financial Advocates Investment Management (FAIM)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-17 |
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