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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-21 |
| TX | RA | APPROVED | 2023-04-19 |
Branch Locations
33930 Weyerhaeuser Way S Ste 200, Federal Way, WA 98001 • 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 |
|---|---|---|---|---|
| Bank Of America, Na | Federal Way | WA | 01/2009 | 04/2023 |
| Lpl Financial Llc | Edgewood | WA | 04/2023 | Present |
1) 4/2023 - CBLK LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / EDGEWOOD WA - Start date 4/12/2023 - 1 Hr per month 2) 04/20/2023 - Pacific Legacy Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/19/2023 - 100 Hours Per Month/8 Hours During Securities Trading 3) 09/18/2023 - Conger Leavenworth Rental Properties, LLC - Real Estate Rental - Cabin - Investment Related - Leavenworth, WA - Start Date 09/01/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-17 |
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