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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-25 |
Branch Locations
19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • United States
Tumwater, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advocates | Olympia | WA | 10/2016 | Present |
| Celebrations And Events | Lacey | WA | 06/2016 | 10/2016 |
| Lpl Financial Llc | Olympia | WA | 02/2019 | 02/2023 |
| Lpl Financial Llc | Olympia | WA | 05/2023 | Present |
1) 03/01/2024 - Greater Puget Sound Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2024 - 160 Hours Per Month/ 160 Hours During Trading 2) 03/22/2024 - Great Practices Sound Solutions - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 3/4/2024 - 40 Hrs/Mo During Trading. 3) 06/14/2024 - Geneva Foster Consulting LLC - Non-Inv Related - Tumwater, WA - Business Entity For Tax/Investment Purposes Only - Started: 6/1/2024 - 70 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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