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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-20 |
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Sigma Financial Corporation | Ann Arbor | MI | 06/2005 | 09/2016 |
| Spc | Ann Arbor | MI | 06/2005 | 09/2016 |
| Infinex Investments, Inc | Meriden | CT | 10/2016 | 06/2017 |
| First Federal Savings And Loan | Silverdale | WA | 10/2016 | 06/2017 |
| Lincoln Financial Securities Corporation | Bremerton | WA | 07/2017 | 05/2024 |
| Lpl Financial Llc | Bremerton | WA | 05/2024 | Present |
1) 05/09/2024 - David L. Coulter - Non-Variable Insurance - Selling: All Fixed Annuities, Life & Disability, Medicare, Long Term Insurance - Investment related - 5 Hours per month - Start date: 08/04/2017. 2) 05/09/2024 - Wall Street Wealth Management - Business Entity For Tax/Investment Purposes Only - WA 98312 - Non investment related - 1% Time spent - Start date: 08/04/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-30 |
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