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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-19 |
| WA | RA | APPROVED | 2023-04-19 |
Branch Locations
33930 Weyerhaeuser Way S Ste 200, Federal Way, WA 98001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way | WA | 02/2018 | Present |
| Adolfson & Peterson Construction | Tacoma | WA | 01/2010 | 09/2016 |
| W.G. Clark Construction | Seattle | WA | 09/2016 | 02/2018 |
| Bank Of America, N.A. | Federal Way | WA | 05/2018 | Present |
| Lpl Financial Llc | Federal Way | WA | 04/2023 | Present |
1) 04/19/2023 - CBLK LLC - Business Entity For Tax/Investment Purposes Only - Receiving commissions for trades or from account fees - Non investment related - Start date: 04/12/20231 Hour per month 1 Hr during trading 2) 04/20/2023 - Pacific Legacy Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/19/2023 - 180 Hours Per Month/8 Hours During Securities Trading 3) 06/23/2025 - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:07/01/2024 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-21 |
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