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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-06 |
| WA | RA | APPROVED | 2016-11-10 |
Branch Locations
12770 Gateway Drive, Tukwila, WA 98168 • United States
735 Nw Gilman Blvd Suite F4, Issaquah, WA 98027 • United States
7785 Sunset Hwy Ste 118, Mercer Island, WA 98040 • United States
Bellevue, WA • United States
200 Bellevue Way Ne Ste A-1, Bellevue, WA 98004 • United States
16325 Cleveland St, Redmond, WA 98052 • United States
22820 Ne 8Th St Ste 101, Sammamish, WA 98074 • United States
13131 Newcastle Commons Drive, Newcastle, WA 98059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. Incorporated | Bellevue | WA | 11/2014 | 11/2016 |
| Lpl Financial Llc | Tukwila | WA | 11/2016 | Present |
| Boeing Employee Credit Union | Tukwila | WA | 11/2016 | Present |
1)11/10/16- Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services 2)11/10/16- Real Estate Rental- Property Owner - Seattle, WA - start date 8/1/2014- 1% 3)11/10/16- Real Estate Rental- Property Owner - Bellevue, WA - start date 1/1/2004- 2% 4)11/10/16- Real Estate Rental- Property Owner - Bellevue, WA - start date 4/28/2012- 1% 5) 02/08/2018 - No Business Name - Investment Related - 2232 NW Market St. Seattle, WA 98107 - Non-Variable Insurance - Start Date 01/24/2018 - 2 Hours Per Month/0 Hours During Securities Trading - Long-term Care.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-17 |
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