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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-25 |
| WA | RA | APPROVED | 2023-07-25 |
Branch Locations
10900 Ne 4Th Street Ste 2260, Bellevue, WA 98004 • United States
10900 Ne 4Th Street, Ste 2260, Bellevue, WA 98004 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Bellevue | WA | 06/2009 | 07/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 07/2023 |
| Lpl Financial Llc | Bellevue | WA | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) 07/2023 - Pinnacle Private Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160-200hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-28 |
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