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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
9 South Washington Street Suite #105, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umpqua Bank | Portland | OR | 05/2011 | 08/2018 |
| Umpqua Investments Inc | Portland | OR | 06/2013 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 08/2018 | 10/2021 |
| Bank Of America, N.A. | Portland | OR | 09/2018 | 10/2021 |
| Charles Schwab & Co., Inc. | Portland | OR | 10/2021 | 04/2023 |
| Charles Schwab Bank, Ssb | Portland | OR | 10/2021 | 04/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2023 | 09/2024 |
| Cetera Investment Advisers Llc | Spokane | WA | 05/2023 | 09/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2024 | 05/2025 |
| Spokane Teachers Credit Union | Spokane | WA | 09/2024 | Present |
| Lpl Financial Llc | Spokane | WA | 05/2025 | Present |
1- 05/15/ 2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name STCU Invesment Services / INVESTMENT RELATED / At Reported Business Location(s)- Start date 04/24/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-04 |
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