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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-15 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
12916 4Th Ave W Suite A, Everett, WA 98204 • United States
805 Ne 98Th Cir Suite 106, Vancouver, WA 98665 • United States
14647 Ambaum Blvd Sw, Burien, WA 98166 • United States
18020 80Th Ave S, Kent, WA 98032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Bellevue | WA | 05/2016 | 12/2016 |
| Key Investment Services | Bellevue | WA | 05/2016 | 12/2016 |
| Wells Fargo Clearing Services Llc | Bellevue | WA | 09/2017 | 10/2020 |
| Unemployed | Bellevue | WA | 12/2016 | 09/2017 |
| Unemployed | Renton | WA | 11/2020 | 02/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2021 | 05/2025 |
| Lpl Financial Llc | West Seattle | WA | 05/2025 | Present |
| Sound Credit Union | Burien | WA | 05/2025 | Present |
1- 05/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sound Investment & Retirement Solutions - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-16 |
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