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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-03-03 |
Branch Locations
6651 Ne State Hwy 303, Bremerton, WA 98311 • United States
2041 Nw Myhre Rd, Silverdale, WA 98383 • United States
19045 Wa-305 #200, Poulsbo, WA 98370 • United States
886 Barclay St Puget Sound, Bremerton, WA 98337 • United States
8196 Sr Hwy 104, Kingston, WA 98346 • United States
Ne 51St Hwy 300, Belfair, WA 98315 • United States
Bldg 2008 Sargo Cir Bangor Nav, Silverdale, WA 98315 • United States
155 Washington Ave, Bremerton, WA 98337 • United States
1165 Landes Ct, Port Townsend, WA 98368 • United States
4747 Point Fosdick Dr Nw, Gig Harbor, WA 98335 • United States
393 South Kitsap Blvd #1, Port Orchard, WA 98366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Portland | OR | 12/2014 | 01/2019 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 02/2018 | 01/2019 |
| Yardhouse | Portland | OR | 12/2017 | 01/2019 |
| Fedex | Portland | OR | 09/2017 | 11/2017 |
| Lpl Financial Llc | Port Orchard | WA | 02/2019 | Present |
| Kitsap Credit Union | Port Orchard | WA | 02/2019 | Present |
1)2/22/19- Investment products and services are offered through LPL Financial LLC using the DBA/trade name KITSAP CREDIT UNION- Inv. Related- at reported business location(s)- 100%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-14 |
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