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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-28 |
| WA | RA | APPROVED | 2026-08-28 |
Branch Locations
909 Squalicum Way, Ste 110, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Blaine | WA | 10/2015 | 09/2017 |
| Waddell & Reed, Inc. | Bellingham | WA | 10/2015 | 09/2017 |
| Charles Yousling | Bellingham | WA | 03/2017 | 09/2017 |
| Td Ameritrade | Bellingham | WA | 02/2019 | 11/2020 |
| Unemployment Wa | Ferndale | WA | 11/2018 | 02/2019 |
| Fire Mountain Solar | Mount Vernon | WA | 09/2017 | 11/2018 |
| Merrill Lynch, Pierce, Fenner & Smith | Bellingham | WA | 11/2020 | 08/2026 |
| Bank Of America, N.A. | Bellingham | WA | 03/2021 | 08/2026 |
| Lpl Financial | Bellingham | WA | 08/2026 | Present |
1. 8/2026 - Great Practices Sound Solutions - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-22 |
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