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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-22 |
Branch Locations
600 University St Ste 1328, Seattle, WA 98101 • United States
600 University Street Ste 1328, Seattle, WA 98101 • 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 |
|---|---|---|---|---|
| Emerald Wealth Management | Seattle | WA | 05/2026 | Present |
| Lpl Financial | Seattle | WA | 05/2026 | Present |
| Equitable | Bellevue | WA | 03/2024 | 12/2024 |
| Homelink Mortgage Inc | Bellevue | WA | 07/2020 | 01/2023 |
| So Tasty Corp | Bellevue | WA | 06/2020 | Present |
| Bellevue Badminton Club | Bellevue | WA | 07/2019 | 02/2025 |
| Newport High School | Bellevue | WA | 01/2014 | 07/2017 |
| Boston University | Boston | MA | 07/2017 | 07/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2025 | 05/2026 |
| Northwestern Mutual Investment Services Llc | Bellevue | WA | 04/2025 | 05/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2025 | 05/2026 |
1. 5/2026 - SO TASTY CORP - Outside/W-2 Employment - INV REL - 5 Hour(s)/Month – 0 Hour(s) During Trading - Bellevue WA 98008 - OBA Start date: 06/01/2020 2. 5/2026 - EMERALD WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/18/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-12 |
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