Amy Teel

LPl Financial LLC

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Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-03-20

WA RA
APPROVED

Since 2025-03-20

Branch Locations

8905 W Gage Blvd, Ste 110, Kennewick, WA 99336 • 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

Organization	City	State	From	To
Unemployed	Davenport	FL	03/2018	10/2018
Raymond James And Associates, Inc.	Orlando	FL	10/2018	11/2020
Ameriprise Financial Services, Llc	Richland	FL	12/2020	02/2024
Morgan Stanley	Champions Gate	FL	10/2024	02/2025
Unemployed	Davenport	FL	02/2024	10/2024
Lpl Financial Llc	Kennewick	WA	03/2025	Present
Bank Of America, N.A.	Carlsbad	CA	03/2015	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Carlsbad	CA	03/2015	03/2018

03/2018 → 10/2018

Unemployed

Davenport, FL
10/2018 → 11/2020

Raymond James And Associates, Inc.

Orlando, FL
12/2020 → 02/2024

Ameriprise Financial Services, Llc

Richland, FL
10/2024 → 02/2025

Morgan Stanley

Champions Gate, FL
02/2024 → 10/2024

Unemployed

Davenport, FL
03/2025 → Present

Lpl Financial Llc

Kennewick, WA
03/2015 → 03/2018

Bank Of America, N.A.

Carlsbad, CA
03/2015 → 03/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Carlsbad, CA

Previous Registrations

2024-11-07 → 2025-03-13

Morgan Stanley

Champions Gate, FL
2021-01-05 → 2024-02-26

Ameriprise Financial Services, Llc

Kennewick, WA
2018-10-17 → 2020-12-23

Raymond James & Associates, Inc.

Orlando, FL
2015-03-16 → 2018-03-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Diego, CA

San Diego, CA

San Diego, CA

Carlsbad, CA
2014-07-16 → 2015-01-20

Edward Jones

St Louis, MO

Peoria, AZ

Peoria, AZ

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-07-03

S66 Uniform Combined State Law Examination

2014-07-03

Other Names

Amy Teel
Amy Therese Teel
Amy T Teel

View on SEC IAPD

Other Firms

CENTAURUS FINANCIAL, INC.

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

BRIDGE CAPITAL CONSULTING, LLC

THE RETIREMENT SOLUTION LLC

PETERSEN HASTINGS WEALTH ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

CALVIN TODD HALTERMAN

Thomas James Willingham

Carson Dean Willingham

Jackson Willingham

MARK NEALE TOMPKINS

GABRIEL LEWIS MEDINA

Other Offices

CENTAURUS FINANCIAL, INC. · KENNEWICK, WA

EDWARD JONES · KENNEWICK, WA

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · KENNEWICK, WA

BRIDGE CAPITAL CONSULTING, LLC · Kennewick, WA

THE RETIREMENT SOLUTION LLC · Kennewick, WA

PETERSEN HASTINGS WEALTH ADVISORS, INC. · KENNEWICK, WA

WELLS FARGO CLEARING SERVICES, LLC · KENNEWICK, WA

MORGAN STANLEY · Kennewick, WA

More in Kennewick, WA

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