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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-10 |
| WA | RA | APPROVED | 2008-12-10 |
Branch Locations
12537 15Th Ave Ne Ste 101, Seattle, WA 98125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Seattle | WA | 12/2008 | Present |
(1) 12/10/2008 - NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENCY SELLING FIXED PRODUCTS THROUGH BEACON FINANCIAL - 10% OF TIME SPENT - SEATTLE, WA (2) 06/12/2009 - MASSMUTUAL - NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENCY SELLING FIXED PRODUCTS THROUGH A MASSMUTUAL AGENCY - SEATTLE, WA (3) 04/09/2010 - NON-VARIABLE INSURANCE - SELLING FIXED INSURANCE PRODUCTS THROUGH VARIOUS LIFE INSURANCE COMPANIES. - SEATTLE, WA (4) 09/10/2024 - Keystone Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/13/2024 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-22 |
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