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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-10 |
Branch Locations
7525 Se 24Th Street Suite 110, Mercer Island, WA 98040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellevue School District | Bellevue | WA | 08/2025 | 10/2025 |
| Crossfire Premier | Kirkland | WA | 05/2025 | 04/2026 |
| Unemployed | Covington | WA | 10/2024 | 04/2025 |
| Keyence Corporation Of America | Kirkland | WA | 01/2024 | 10/2024 |
| Dalton Electric | Lynnwood | WA | 01/2017 | 01/2024 |
| Seattle Pacific University | Seattle | WA | 01/2020 | 06/2023 |
| Loyola Marymount University | Los Angeles | CA | 08/2018 | 12/2019 |
| Interlake High School | Bellevue | WA | 09/2015 | 07/2018 |
| Equitable Advisors, Llc | New York City | NY | 05/2026 | 06/2026 |
| Lpl Enterprise Llc | Mercer Island | WA | 07/2026 | Present |
1. 07/09/2026 - Owen Gortner N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Covington, WA - INV REL - Start Date: 07/09/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 07/09/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Covington, WA - INV REL - Start Date: 07/09/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 07/09/2026 - Bellevue School District - Coach/ Sports/ Fitness - Bellevue, WA - Not INV REL - Start Date: 08/31/2026 - 40 Hrs/Mth - 00 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-24 |
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