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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-11-10 |
Branch Locations
221 W Main Ave, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simple Wealth, Llc | Liberty Lake | WA | 11/2010 | 11/2025 |
| Securities Service Network, Inc. | Spokane | WA | 08/2007 | 09/2020 |
| Hawk Financial | Liberty Lake | WA | 01/2013 | Present |
| Downriver Capital Management, Llc | Spokane | WA | 06/2016 | 06/2017 |
| Securities America, Inc. | Liberty Lake | WA | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Liberty Lake | WA | 06/2024 | 11/2025 |
| Lpl Financial | Spokane | WA | 11/2025 | Present |
| Forster Financial | Spokane | WA | 11/2025 | Present |
1. 10/2025 - Simple Wealth - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 5 Hrs/Mth - 0 Hrs During Trading - Liberty Lake, WA 99019 - OBA Start Date: 01/01/2010 2. 10/2025 - Forster Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 140 Hrs/Mth - 140 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 11/05/2025 3. 10/2025 - HAWK Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 5 Hrs/Mth - 0 Hrs During Trading - Spokane, WA 99201 - OBA Start Date: 01/01/2010
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-15 |
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