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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-28 |
Branch Locations
1530 Westlake Ave N, Ste 700, Seattle, WA 98109 • United States
1530 Westlake Ave N, Ste 700, Seattle, WA 98109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Seattle | WA | 02/2023 | Present |
| Leverage Planners Wealth Management | Bellevue | WA | 05/2022 | 01/2023 |
| Dutch Bros Coffee | Renton | WA | 03/2021 | 05/2022 |
| Target | Greenville | NC | 07/2019 | 12/2020 |
| Brinker International (Chili's) | Greenville | NC | 05/2018 | 07/2019 |
| Applebee's | Sanford | NC | 03/2018 | 05/2018 |
| Starbucks Corporation | Sanford | NC | 07/2016 | 03/2018 |
| Extended Travel | Seattle | WA | 12/2020 | 03/2021 |
| Bigfoot Java | Renton | WA | 02/2023 | 06/2023 |
| Amc Theater | Holly Springs | WA | 03/2018 | 03/2018 |
| Full Time Student | Various | NC | 09/2015 | 05/2022 |
| Ipm Parking | Seattle | WA | 09/2023 | 12/2023 |
1) 05/2024 - LAZ Parking / Outside/W-2 Employment / Not Investment Related / Seattle WA / Start date 04/29/2024 - 20 Hrs per month - 1 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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