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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
421 W Riverside Ave, Spokane, WA 99201 • United States
421 West Riverside Avenue,, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Spokane | WA | 04/2016 | 10/2021 |
| Wells Fargo Clearing Services Llc | Spokane | WA | 08/2017 | 10/2021 |
| Jpmorgan Chase Bank, N.A. | Spokane | WA | 10/2021 | 02/2023 |
| J.P. Morgan Securities Llc | Spokane | WA | 10/2021 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Spokane | WA | 03/2023 | 05/2026 |
| Wells Fargo Bank, Na | Spokane | WA | 02/2023 | 05/2026 |
| First Interstate Bank | Spokane | WA | 05/2026 | Present |
| Lpl Financial | Spokane | WA | 05/2026 | Present |
1.05/06/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Investment Services; Investment Related; at Reported Business Location(s); Start Date 04/13/2026; 160hrs/mth; 160hrs during trading 2.05/29/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Interstate Wealth Management; Investment Related; at Reported Business Location(s); Start Date 05/28/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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