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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Camas | WA | 05/2017 | 04/2018 |
| Gonzaga University | Spokane | WA | 08/2016 | 05/2017 |
| Cammack Larhette Brokerage Inc. | New York | NY | 08/2018 | 02/2021 |
| Unemployed | Camas | WA | 05/2018 | 07/2018 |
| Lpl Financial | Vancouver | WA | 03/2021 | Present |
1) 03/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - LAURUS WEALTH MANAGEMENT - INVESTMENT RELATED - VANCOUVER, WA 98660 2) 4/23/2021 - Woodson Wealth Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 3/25/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 09/20/2024 - LWM Tax Services LLC - Tax Prep/Accounting/CPA - Manager - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-10 |
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