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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nbc Securities, Inc. | Bellevue | WA | 07/2015 | 07/2019 |
| Lpl Financial Llc | Bellevue | WA | 08/2019 | Present |
1) 8/15/2019 - Business Owner - Blue Bard LLC - Not Investment Related - 8251 40th Ave NE Seattle, WA 98115 2) 8/15/2019 - Business Entity For Tax/Investment Purposes Only - DIJULIO INVESTMENTS LLC - Not Investment Related - Bellevue, WA 3) 02/13/2024 - Brundige Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/1/2023 - 60 Hrs/mo; 20 Hrs During Trading. 4) 04/01/2024 - DBA for LPL Business (entity for LPL business) - Washington Asset Management - Investment Related - At Reported Business Location(s) - Start Date 08/15/2019 - 160 Hours Per Month/ 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-03 |
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