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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Wenatchee | WA | 05/2015 | 07/2018 |
| Cuso Financial Services, Lp | Wenatchee | WA | 07/2018 | 05/2021 |
| Numerica Credit Union | Wenatchee | WA | 07/2018 | 05/2021 |
| Unemployed | Wenatchee | WA | 05/2021 | 05/2022 |
| Lpl Financial, Llc | Wenatchee | WA | 05/2022 | Present |
1)05/25/2022 - Woolet Wealth Advisory - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2022 2)05/25/2022 - Real Estate Rental - Owner - Inv Rel - Wenatchee, WA - Start: 09/2013 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-24 |
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