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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-10 |
| WA | RA | APPROVED | 2009-07-10 |
Branch Locations
205 E Hwy 902, Medical Lake, WA 99022 • United States
2523 W Northwest Blvd, Spokane, WA 99205 • United States
5211 East Sprague Ave, Spokane Valley, WA 99212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington State Employees Credit Union | Spokane | WA | 06/2009 | Present |
| Lpl Financial Llc | Spokane | WA | 07/2009 | Present |
| Wsecu Investment Management | Spokane | WA | 06/2009 | Present |
1. 6/27/2009: Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU INVESTMENT MANAGEMENT - Investment Related - At Reported Business Location(s). 2. 3/4/2011: WSECU INSURANCE SERVICES - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 5%. 3. 8/5/2011: WSECU INVESTMENT MANAGEMENT - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - Time Spent 5% - FINANCIAL PLANS WILL BE PROVIDED AT A FIXED RATE. 4. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-10 |
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