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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-18 |
Branch Locations
505 W Harrison Street, Kent, WA 98032 • United States
601 Union Street Suite 2000, Seattle, WA 98101 • United States
4036 E Madison Street, Seattle, WA 98112 • United States
33525 Pacific Hwy S Suite A, Federal Way, WA 98003 • United States
4022 Sw Alaska Street, Seattle, WA 98116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kent | WA | 05/2026 | Present |
| Mechanics Bank | Kent | WA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn | WA | 07/2014 | 10/2016 |
| Bank Of America, N.A. | Auburn | WA | 07/2014 | 10/2016 |
| Homestreet Bank | Federal Way | WA | 10/2016 | 04/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2016 | 04/2018 |
| Cetera Investment Advisers Llc | Federal Way | WA | 10/2016 | 04/2018 |
| Td Ameritrade, Inc. | Seattle | WA | 04/2018 | 06/2024 |
| Charles Schwab & Co., Inc. | Seattle | WA | 12/2022 | 05/2026 |
| Charles Schwab Bank, Ssb | Seattle | WA | 07/2022 | 05/2026 |
1: 05/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mechanics Investment Services - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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