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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-27 |
| WA | RA | APPROVED | 2025-08-27 |
Branch Locations
427 West Sinto Avenue Suite 200, Spokane, WA 99201 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Spokane | WA | 12/2013 | 05/2020 |
| Financial Management, Inc. | Spokane | WA | 12/2013 | 06/2020 |
| Financial Advocates Investment Management | Spokane | WA | 05/2020 | 08/2025 |
| Lpl Financial Llc | Spokane | WA | 08/2025 | Present |
1) 08/27/2025 - Belle Financial / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)/Start Date: 07/28/2014 / 160 Hrs/Mth - 8 Hrs During Trading - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-19 |
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