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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-09 |
Branch Locations
612 Woodland Square Loop Se Ste 320, Lacey, WA 98503 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Mcswain Financial Services, Llc | Lacey | WA | 05/2005 | Present |
| Lpl Financial Llc | Lacey | WA | 12/2024 | Present |
| Cameron Wealth Management | Lacey | WA | 12/2024 | Present |
| Financial Advocates Investment Management | Lacey | WA | 05/2015 | Present |
1- 12/05/2024 - Mcswain Financial services - Non-Variable Insurance - inv rltd - At reported Business location(s) - start 05/01/2005 - 5 hrs mnth 2- 12/05/2024 - Cameron Advisory Services - Business Entity For Tax/Investment Purposes Only - non inv rltd - start 11/29/2014 - 160 hrs mnth 6 hrs during trading 3- 12/05/2024 - Notary - inv rltd - start 09/30/2012 - 0.1 hrs mnth - 0.1 hrs during trading 4- 12/05/2024 - Cameron Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - inv rltd - Start date: 03/01/2025 - 160 hrs mnth - 6 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 1994-10-05 |
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