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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-19 |
| WA | RA | APPROVED | 2025-05-15 |
Branch Locations
1802 North Pearl Street, Tacoma, WA 98406 • United States
4524 Pt. Fosdick Drive Nw, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Tacoma | WA | 08/2013 | 10/2016 |
| Wells Fargo Advisors Financial Network, Llc | Tacoma | WA | 11/2016 | 11/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2018 | 05/2025 |
| Lpl Financial Llc | Lakebay | WA | 05/2025 | Present |
| Sound Credit Union | Gig Harbor | WA | 05/2025 | Present |
1- 05/15/2025 - Lighthouse Christian School - Board Member / Finance Committee - Non-Profit Board Member - Not Investment Related - Gig Harbor, WA - Start Date 06/01/2024 - 15 hours per month/ 0 hours during trading 2- 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 | 2014-05-30 |
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