Dylan Whitcraft

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-04-07

WA RA
APPROVED

Since 2025-04-07

Branch Locations

Bonney Lake, WA • United States

12770 Gateway Drive, Tukwila, WA 98168 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Conveyabull Inc	Williston	ND	10/2012	11/2016
First Command	Lakewood	WA	02/2018	01/2022
Capstone Financial	Atlanta	GA	01/2022	06/2023
Unemployed	Silverdale	WA	08/2016	01/2018
Edward Jones	St Louis	MO	07/2023	03/2025
Lpl Financial	Tukwila	WA	04/2025	Present
Boeing Employee Credit Union	Tukwila	WA	04/2025	Present

10/2012 → 11/2016

Conveyabull Inc

Williston, ND
02/2018 → 01/2022

First Command

Lakewood, WA
01/2022 → 06/2023

Capstone Financial

Atlanta, GA
08/2016 → 01/2018

Unemployed

Silverdale, WA
07/2023 → 03/2025

Edward Jones

St Louis, MO
04/2025 → Present

Lpl Financial

Tukwila, WA
04/2025 → Present

Boeing Employee Credit Union

Tukwila, WA

Previous Registrations

2023-07-07 → 2025-04-01

Edward Jones

Federal Way, WA
2022-06-03 → 2023-06-23

Mml Investors Services, Llc

Federal Way, WA

Atlanta, GA

Federal Way, WA
2017-01-16 → 2022-01-28

First Command Advisory Services

Virginia Beach, VA

Fort Worth, TX

Silverdale, WA

Other Businesses

1) 04/28/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services - Start Date:04/07/2025 - 160 Hrs/Mth - 160 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-01-15

S66 Uniform Combined State Law Examination

2017-01-15

Other Names

Dylan Jay Whitcraft

View on SEC IAPD