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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
329 S 3Rd Ave Suite B, Sequim, WA 98382 • United States
264 W. Washington St., Sequim, WA 98382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Sequim | WA | 09/2022 | 05/2023 |
| Olympic Peninsula Ymca | Sequim | WA | 03/2022 | 01/2023 |
| Ohio Northern University | Ada | OH | 08/2018 | 12/2021 |
| Unemployed | Huntsville | OH | 06/2018 | 07/2018 |
| Florida International University | Miami | FL | 08/2014 | 05/2018 |
| Park Avenue Securities Llc | Sequim | WA | 02/2023 | 05/2023 |
| Unemployed | Sequim | WA | 01/2022 | 02/2022 |
| J.P. Morgan Securities Llc | Sequim | WA | 06/2023 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Sequim | WA | 06/2023 | 11/2024 |
| Lpl Financial Llc | Sequim | WA | 11/2024 | Present |
1. 12/17/2024 - Michael Carpenter CPA & Associates PS - Investment related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 12/23/2024 - 20 Hrs/Mth - 0 Hrs During Trading 2) 02/11/2025 - Olympic Park Capital - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/03/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 3) 05/28/2025 - Bell & Bell, PLLC - Inv. Related - Outside/W-2 Employment - At reported business locations - Start Date:05/19/2025 - 80 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2022-10-13 |
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