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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-04-15 |
Branch Locations
16114 E Indiana Ave Ste 220, Spokane Valley, WA 99216 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
16114 E Indiana Ave Ste 220, Spokane Valley, WA 99216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 06/2005 | 04/2021 |
| Gibby Media Group | Spokane Valley | WA | 01/1994 | Present |
| Metcalf Financial Services, Inc. | Spokane Valley | WA | 10/1980 | Present |
| Property Casualty Insurance | Spokane Valley | WA | 08/2011 | Present |
| Lpl Financial | Spokane | WA | 04/2021 | Present |
1)01/1994 - OUTSIDE/W-2 EMPLOYMENT - GIBBY MEDIA GROUP - 1HR/MO DURING TRADING - NOT INVESTMENT RELATED - SPOKANE VALLEY, WA 99206 2)03/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - METCALF FINANCIAL SERVICES, INC - INVESTMENT RELATED - SPOKANE VALLEY, 99206 3)10/1980 - INSURANCE AGENCY - METCALF FINANCIAL SERVICES, INC - 40HRS/MO DURING TRADING - INVESTMENT RELATED - SPOKANE VALLEY, 99206
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-12 |
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