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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-19 |
| WA | RA | APPROVED | 2023-04-19 |
Branch Locations
33930 Weyerhaeuser Way S Ste 200, Federal Way, WA 98001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way | WA | 10/2018 | 04/2023 |
| Unemployed | Bremerton | WA | 03/2016 | 01/2017 |
| Clifford R. Thomas & Associates | Snoqualmie | WA | 01/2017 | 04/2018 |
| Unemployed | Enumclaw | WA | 04/2018 | 10/2018 |
| Bank Of America, N.A. | Federal Way | WA | 12/2018 | 04/2023 |
| Lpl Financial Llc | Federal Wa | WA | 04/2023 | Present |
1) 04/2023 - CBLK LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Edgewood, WA - Co-owner - Start Date 04/12/2023 - 0hrs/month 2) 04/20/2023 - Pacific Legacy Wealth Partner - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/19/2023 - 100 Hours Per Month/8 Hours During Securities Trading 3) 05/29/2024 - Trevor S Lubereski CPA PLLC - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Sole Proprietor and CEO - Started: 2/26/2024 - 10 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-23 |
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