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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-02
WA RA APPROVED 2025-12-02
  • TX RA
    APPROVED
    Since 2025-12-02
  • WA RA
    APPROVED
    Since 2025-12-02

Branch Locations

11245 Se 6Th St Bldg B # 120, Bellevue, WA 98004-6499 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

11245 Se 6Th St Building B - Suite 120, Bellevue, WA 98004 • United States

B3 Wealth Strategies

11245 Se 6Th Street, Building B Suite 120, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-07-02
  • WA RA
    APPROVED
    Since 2019-07-02

Branch Locations

11245 Se 6Th Street, Building B Suite 120, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Inc Bellevue WA 08/2012 11/2016
Northshore School District Bothell WA 03/2014 10/2017
Lpl Financial, Llc Bellevue WA 11/2016 05/2023
Financial Advocates Investment Management Bellevue WA 11/2016 10/2019
B3 Wealth Strategies Bellevue WA 06/2019 Present
Lpl Financial Bellevue WA 11/2025 Present
  • 08/2012 → 11/2016
    Waddell & Reed Inc
    Bellevue, WA
  • 03/2014 → 10/2017
    Northshore School District
    Bothell, WA
  • 11/2016 → 05/2023
    Bellevue, WA
  • 11/2016 → 10/2019
    Financial Advocates Investment Management
    Bellevue, WA
  • 06/2019 → Present
    Bellevue, WA
  • 11/2025 → Present
    Lpl Financial
    Bellevue, WA
Previous Registrations
  • 2016-11-08 → 2019-10-17
    Financial Advocates Investment Management
    Bellevue, WA
    Olympia, WA
  • 2012-10-31 → 2016-11-09
    Waddell & Reed
    Bellevue, WA
    Seattle, WA
Other Businesses

1. 10/2025 - B3 Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 11/17/2025 2. 12/19/2025-Brueske Advisory Services-Employee Advisor-Registered Investment Advisor-Inv Related-At reported business location(s)-Start date 11/01/2016-32hrs/mth-2hrs/mth during trading. I temporarily provide limited services thru Brueske Advisory Services, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 11/2016 and expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-22
S66 Uniform Combined State Law Examination 2012-10-30
  • S63 Uniform Securities Agent State Law Examination
    2026-06-22
  • S66 Uniform Combined State Law Examination
    2012-10-30
Designations
Other Names
  • Alexander Brueske
  • Alex Brueske

View on SEC IAPD

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