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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED_RES | 2021-04-07 |
| WA | RA | APPROVED | 2020-10-01 |
Branch Locations
9725 Se 36Th St Ste 303, Mercer Island, WA 98040 • United States
913 Wisconsin Ave Ste 105, Whitefish, MT 59937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E.K. Riley Investments, Llc | Seattle | WA | 06/2014 | 11/2020 |
| Lpl Financial Llc | Mercer Island | WA | 10/2020 | Present |
1. 05/31/2022 - Melton Capital Management LLC- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2020 - 80 Hours Per Month/80 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-02 |
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