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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-22 |
Branch Locations
33801 1St Way S Ste 271, Federal Way, WA 98003-4547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Multicare | Auburn | WA | 03/2020 | 12/2021 |
| Orthopedic And Fracture Specialists | Portland | OR | 06/2016 | 08/2019 |
| Tuality Healthcare | Hillsboro | OR | 08/2019 | 10/2021 |
| Edward Jones | Auburn | WA | 01/2022 | 07/2024 |
| George Fox University | Newberg | OR | 09/2010 | 12/2021 |
| Lpl Financial Llc | Federal Way | WA | 07/2024 | Present |
1 - 07/22/2024 - George Fox University - Outside/W-2 Employment - Not Inv Related - St Newberg - Start date: 09/01/2010 - 1 Hour/Month 2 - 07/22/2024 - Main Street Wealth Advisor - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - 160 Hours/Month 40 Hr During trading 3 - 06/18/2025 - Main Street Tax Advisors, LLC - Investment Related - Tax Prep/Accounting/CPA - At reported business location(s). - Start Date:10/01/2025 - 17 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-07 |
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