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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-07-21 |
| MT | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
909 Squalicum Way, Ste 110, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Bellingham | WA | 10/1998 | 07/2021 |
| Various Insurance Carriers For W & R Insuranc Agencies | Nooksack | WA | 10/1998 | 07/2021 |
| The Bellingham Team Llc | Bellingham | WA | 08/2018 | 07/2021 |
| Lpl Financial Llc | Bellingham | WA | 07/2021 | Present |
1. 05/08/2021/Marvin Degraaff/Consilium Financial/DBA for LPL Business (entity for LPL business)/Investment Related/Bellingham , WA/0 HRS/MO 2. 01/01/2019/The Bellingham Team, LLC/Business Entity For Tax/Investment Purposes Only/Investment Related/Bellingham , WA/0 HRS/MO 3. 1/31/2023 - Consilium Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 01/16/2023 - 10 Hours Per Month/6 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-12 |
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