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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Burien | WA | 06/2014 | 09/2025 |
| U.S. Bancorp Investments, Inc. | Burien | WA | 04/2017 | 09/2025 |
| Lpl Financial | Tukwila | WA | 09/2025 | Present |
| Boeing Employee Credit Union | Tukwila | WA | 09/2025 | Present |
1) 09/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name BECU Investment Services Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-10 |
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