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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-05-01 |
Branch Locations
19220 Alderwood Mall Parkway, Lynnwood, WA 98036 • United States
5006 132Nd St Se, Everett, WA 98208 • United States
11127 Evergreen Way, Everett, WA 98204 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Lynnwood | WA | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lynnwood | WA | 11/2016 | 05/2019 |
| Lpl Financial Llc | Everett | WA | 05/2019 | Present |
| Boeing Employee Credit Union | Everett | WA | 05/2019 | Present |
1)04/22/2019 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-30 |
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