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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-03 |
Branch Locations
5350 Orchard St Ste 200, University Place, WA 98467 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gig Harbor | WA | 04/2022 | 07/2024 |
| Shipt | Lakewood | WA | 03/2021 | 11/2021 |
| Lakewood Hardware And Paint | Lakewood | WA | 04/2017 | 05/2020 |
| Lexus Of Bellevue | Lakewood | WA | 07/2020 | 12/2020 |
| Unemployed | Lakewood | WA | 01/2012 | 04/2017 |
| Unemployed | Lakewood | WA | 11/2021 | 04/2022 |
| Key Investment Services, Llc | Brooklyn | OH | 06/2025 | 01/2026 |
| Unemployed | Spanaway | WA | 07/2024 | 06/2025 |
| Lpl Financial | University Place | WA | 03/2026 | Present |
1. 02/2026 - Chambers Bay Wealth Management LLC - DBA for LPL Business (entity for LPL business)- Inv Related - 160 Hour(s)/Month - 100 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/26/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-14 |
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