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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-11 |
Branch Locations
9625 N Newport Hwy, Spokane, WA 99218 • United States
4407 N Division St Ste 104, Spokane, WA 99207 • United States
317 S. Beck Road, Post Falls, ID 83854 • United States
2107 E 29Th Ave, Spokane, WA 99203 • United States
13506 E 32Nd Ave, Spokane Valley, WA 99216 • United States
509 N Sullivan Rd, Spokane Valley, WA 99037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Spokane | WA | 09/2022 | 11/2024 |
| U.S. Bank | Spokane | WA | 10/2017 | 08/2023 |
| Rimrock Yard Care | Spokane | WA | 03/2015 | 10/2016 |
| O'REilly Auto Parks | Spokane | WA | 11/2015 | 10/2017 |
| Pintoxicated | Spokane | WA | 12/2018 | 02/2019 |
| Numerica Credit Union | Spokane Valley | WA | 11/2024 | 03/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2024 | 03/2026 |
| Cetera Investment Advisers Llc | Spokane Valley | WA | 11/2024 | 03/2026 |
| Lpl Financial Llc | Spokane | WA | 05/2026 | Present |
| Gesa Credit Union | Spokane | WA | 05/2026 | Present |
1: 05/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name GESA Investment Services - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s). 2: 05/2026 - Rimrock Yard Care - Outside/W-2 Employment - Not Inv Related - 1 Hour/Month - Spokane, WA - OBA Start Date: 11/01/2013. 3: 05/2026 - Rental 1424 LLC - Real Estate Rental - Inv Related - 6 Hours/Month - Spokane, WA - OBA Start Date: 12/02/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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