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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Tacoma | WA | 12/2017 | 07/2021 |
| John Bailey | Tacoma | WA | 12/2017 | 07/2021 |
| Hobby Lobby | Tacoma | WA | 07/2016 | 09/2016 |
| Unemployed | Edgewood | WA | 09/2016 | 07/2017 |
| Waddell & Reed Inc | Tacoma | WA | 07/2017 | 12/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Edgewood | WA | 12/2017 | 07/2021 |
| University Of Washington | Seattle | WA | 01/2015 | 03/2017 |
| Young Professionals Network Of Pierce County | University Place | WA | 01/2019 | 06/2019 |
| Lpl Financial Llc | Tacoma | WA | 07/2021 | Present |
1. 11/2020 - DBA for LPL Business (entity for LPL business) - Stadium Wealth Management - Investment Related - Tacoma, WA 98402 2. 01/19/2023 - Puyallup School District - Not Investment Related - 601 7th Ave SW, Puyallup, WA 98371,105 7th St SW, Puyallup - Outside/W-2 Employment - assistant coach - Start Date - 02/27/2023 - 55 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-28 |
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