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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-28 |
Branch Locations
3400 188Th Street Sw Ste 305, Lynnwood, WA 98037 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Commercial Real Estate Investments | Seattle | WA | 06/2020 | 08/2021 |
| Caffe Umbria | Seattle | WA | 05/2023 | 08/2023 |
| Pacific Portfolio Consulting, Llc | Seattle | WA | 06/2024 | 08/2024 |
| Pacific Portfolio Consulting, Llc | Seattle | WA | 06/2025 | 07/2025 |
| First Western Properties | Seattle | WA | 07/2025 | 08/2025 |
| Lpl Financial Llc | Lynnwood | WA | 06/2026 | Present |
| Eckstein Middle School | Seattle | WA | 04/2016 | 08/2018 |
| Roosevelt High School | Seattle | WA | 08/2018 | 06/2022 |
| San Diego State University | San Diego | CA | 08/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-28 |
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