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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Yakima | WA | 09/2017 | 03/2020 |
| Wvsd Maintenance | Yakima | WA | 06/2017 | 09/2017 |
| Psu Rec Center | Portland | OR | 09/2015 | 06/2017 |
| Ameriprise Financial Services, Llc | Yakima | WA | 03/2020 | 08/2024 |
| Lpl Financial Llc | Yakima | WA | 08/2024 | Present |
| Financial Advocates Investment Management | Yakima | WA | 09/2024 | Present |
1) 09/2024 - Integrity Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 10/02/2024 - Financial Advocates Investment Mgmt - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm. I started this business activity in 09/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
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