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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-07 |
| FL | RA | APPROVED | 2021-07-21 |
| NM | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Bellingham | WA | 08/2014 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Bellingham | WA | 11/2014 | 07/2021 |
| Peace Of Mind Services | Bellingham | WA | 05/2015 | 12/2018 |
| Lydia Place | Bellingham | WA | 05/2016 | 01/2017 |
| Nicole Burdick Music | Bellingham | WA | 01/2014 | 07/2021 |
| Nicole Burdick | Bellingham | WA | 03/2016 | 07/2021 |
| 2527 Superior St Rental | Bellingham | WA | 02/2018 | 07/2021 |
| The Bellingham Team | Bellingham | WA | 08/2018 | 07/2021 |
| Happy Renters Llc | Bellingham | WA | 05/2020 | 07/2021 |
| Lpl Financial Llc | Bellingham | WA | 07/2021 | Present |
1. 08/06/21 - Nicole Burdick Music - Not Investment Related - Home Based - Business Owner - Musician - Start Date - 06/01/2006 2. 08/06/2021 - 2527 Superior St Rental - Investment Related - Bellingham, WA, - Real Estate Rental - Owner - Start Date - 12/2017. 3. 08/06/2021 - Happy Renters LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Start Date - 5/1/2020. 4. 03/15/2022 - Money Maven - Investment Related - Home Based - Other - Book author - Author - Start Date - 4/01/2022 - 10 Hours Per Month/0 Hours During Securities Trading. 5. 06/22/2022 - DIS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/23/2022 - 2 Hours Per Month/ 2 Hours During Securities Trading. 6. 08/11/2022- Money Maven Financial- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- Start Date- 09/01/2022- 120 Hours Per Month/ 120 Hours During Securities Trading 7. 08/17/2022- Money Maven Financial LLC- At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only- Start Date- 08/15/2022- 1 Hours Per Month/ 0 Hours During Securities Trading 8. 11/25/2025 - The Money Maven - Other - Speaker/author selling merchandise - Investment Related - Home Based - Start Date 11/18/2025 - 1 hour per month/ 0 hours during trading 9. 03/19/2026 - Deconstructing Maven - Other-Writer/Speaker - Not Investment Related - Bellingham, WA - Start Date 03/04/2026 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-19 |
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