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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-05-17 |
Branch Locations
34024 Hoyt Rd. Sw, Federal Way, WA 98023 • United States
9540 Bridgeport Way Sw, Lakewood, WA 98499 • United States
6909 S 19Th St, Tacoma, WA 98466 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 02/2016 | 07/2019 |
| Bank Of America, N.A. | Tacoma | WA | 02/2016 | 07/2019 |
| Edward Jones | St Louis | MO | 07/2019 | 05/2022 |
| Lpl Financial Llc | Lakewood | WA | 05/2022 | Present |
| Washington State Employee Credit Union | Lakewood | WA | 05/2022 | Present |
1) 5/2022- Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Management - Inv related - at reported business location(s) 2) 1/27/2023 - Tacoma Battery Refurbishing - Not Investment Related - Home Based - Business Owner - Owner, Operator - Start Date - 01/23/2023 - 20 Hours Per Month/0 Hours During Securities Trading 3) 12/03/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Services - Investment Related - At Reported Business Location(s) - Start Date 11/29/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-09 |
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