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Hunter James Washington

LPl Financial LLC

Birmingham, MI

Bloomfield Hills, MI

CRD 7655465

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-06
MI RA APPROVED 2024-01-09
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • MI RA
    APPROVED
    Since 2024-01-09

Branch Locations

Birmingham, MI • United States

3883 Telegraph Rd, Ste 204, Bloomfield Hills, MI 48302 • 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
Cambridge Investment Research, Inc. Fairfield IA 08/2023 01/2024
Cambridge Investment Research, Inc. Fairfield IA 07/2023 01/2024
Oakland Christian School Student/ Unemployed Auburn Hills MI 01/2016 01/2017
National Valet Royal Oak MI 01/2017 12/2018
Full Time Michigan State University Student/ Unemployed East Lansing MI 12/2018 04/2020
Jackson National (Jackson Zone) East Lansing MI 04/2020 08/2020
Full Time Michigan State University Student/ Unemployed East Lansing MI 08/2020 04/2021
Independent Contractor Berkshire Hathaway Rochester MI 04/2021 10/2022
Financial Independence Bloomfield Hills MI 10/2022 06/2023
Unemployed Rochester MI 06/2023 07/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2023 01/2024
Lpl Financial Llc Bloomfield Hills MI 01/2024 Present
  • 08/2023 → 01/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 07/2023 → 01/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2016 → 01/2017
    Oakland Christian School Student/ Unemployed
    Auburn Hills, MI
  • 01/2017 → 12/2018
    National Valet
    Royal Oak, MI
  • 12/2018 → 04/2020
    Full Time Michigan State University Student/ Unemployed
    East Lansing, MI
  • 04/2020 → 08/2020
    Jackson National (Jackson Zone)
    East Lansing, MI
  • 08/2020 → 04/2021
    Full Time Michigan State University Student/ Unemployed
    East Lansing, MI
  • 04/2021 → 10/2022
    Independent Contractor Berkshire Hathaway
    Rochester, MI
  • 10/2022 → 06/2023
    Financial Independence
    Bloomfield Hills, MI
  • 06/2023 → 07/2023
    Unemployed
    Rochester, MI
  • 11/2023 → 01/2024
    Fairfield, IA
  • 01/2024 → Present
    Bloomfield Hills, MI
Previous Registrations
Other Businesses

1) 12/2023 - INVESTWISE FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 90% time spent 2) 12/2023 - WHITE GLOVE WORKSHOPS - Seminar Marketing - Inv. Related - Birmingham, Ml - Presenter - Start Date 12/5/2023 - 10hrs/month - 5% time spent 3) 12/2023 - HUNTER JAMES RENTALS - Real Estate Rental - Inv. Related - PONTIAC, Ml 48342 - Owner - Start Date 9/01/2023 - 0hrs/month - 0% time spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-27
  • S66 Uniform Combined State Law Examination
    2023-10-27

View on SEC IAPD

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