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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-31 |
Branch Locations
6625 Wagner Way, Suite 250, Gig Harbor, WA 98335 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6625 Wagner Way, Suite 250, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tacoma | WA | 01/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Tacoma | WA | 03/2020 | 07/2025 |
| Lpl Financial Llc | Gig Harbor | WA | 07/2025 | Present |
1) 07/2025 - Notary - Mickey Schroeder / Inv Related / Start date 01/01/2000 2) 07/2025 - Narrows Financial Strategies / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Hrs per month - 100% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-11 |
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