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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Olympia | WA | 10/2021 | Present |
| Unemployed | Olympia | WA | 06/2020 | 11/2021 |
| Student | Olympia | WA | 08/2002 | 06/2020 |
1- 02/2024 / Financial Advocates / DBA for LPL Business (entity for LPL business) / Investment Related / At Reported Business Location(s) - Start Date; 11/02/2021 2 - 06/16/2026 - Zimmerman Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/15/2026 - 320 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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