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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-05-01
  • WA RA
    APPROVED
    Since 2025-05-01

Branch Locations

105 West Evergreen Blvd Ste 101, Vancouver, WA 98660 • 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
OrganizationCityStateFromTo
Wollam & Associates Vancouver WA 06/2018 08/2020
Safeway Washougal WA 05/2020 08/2021
Camas Meadows Golf Course Camas WA 03/2019 08/2022
Northwestern Mutual Boise ID 01/2022 08/2022
Student Camas WA 09/2006 06/2019
Mansur Financial Vancouver WA 01/2023 Present
Boise State University Boise WA 08/2019 12/2022
Royal Alliance Associates, Inc. ( Vancouver WA 02/2023 08/2023
Mansur Financial Llc Vancouver WA 05/2023 Present
Pnw Wealth Advisors Llc Vancouver WA 05/2023 11/2023
Pnw Wealth Advisors Vancouver WA 11/2023 05/2025
Osaic Wealth, Inc. Vancouver WA 08/2023 05/2025
Camas Meadows Golf Course Vancouver WA 06/2024 Present
Lpl Financial Llc Vancouver WA 05/2025 Present
  • 06/2018 → 08/2020
    Wollam & Associates
    Vancouver, WA
  • 05/2020 → 08/2021
    Safeway
    Washougal, WA
  • 03/2019 → 08/2022
    Camas Meadows Golf Course
    Camas, WA
  • 01/2022 → 08/2022
    Northwestern Mutual
    Boise, ID
  • 09/2006 → 06/2019
    Student
    Camas, WA
  • 01/2023 → Present
    Mansur Financial
    Vancouver, WA
  • 08/2019 → 12/2022
    Boise State University
    Boise, WA
  • 02/2023 → 08/2023
    Royal Alliance Associates, Inc. (
    Vancouver, WA
  • 05/2023 → Present
    Mansur Financial Llc
    Vancouver, WA
  • 05/2023 → 11/2023
    Pnw Wealth Advisors Llc
    Vancouver, WA
  • 11/2023 → 05/2025
    Pnw Wealth Advisors
    Vancouver, WA
  • 08/2023 → 05/2025
    Vancouver, WA
  • 06/2024 → Present
    Camas Meadows Golf Course
    Vancouver, WA
  • 05/2025 → Present
    Vancouver, WA
Previous Registrations
Other Businesses

1) 04/10/2025 - MANSUR FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 04/10/2025 - PNW WEALTH ADVISORS - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 3) 04/10/2025 - CAMAS MEADOWS GOLF COURSE - Pro Shop Attendant - Non-Inv Rel - Carmas, WA - Start: 06/2024 - 24 Hr/Mth 4) 11/07/2025 - The Annuity & Life Source - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/04/2025 - 20 hours per month/ 10 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-28
  • S66 Uniform Combined State Law Examination
    2023-04-28

View on SEC IAPD

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