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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
| WA | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whatcom County Fire District #5 | Point Roberts | WA | 03/2015 | 05/2018 |
| City Of Burlington | Burlington | WA | 10/2017 | 05/2018 |
| Whatcom County Fire District #7 | Ferndale | WA | 03/2011 | 05/2018 |
| Thrivent Investment Management Inc | Ferndale | WA | 04/2018 | 02/2026 |
| Thrivent Financial | Appleton | WI | 04/2018 | 08/2018 |
| Thrivent Financial | Appleton | WI | 08/2018 | 02/2026 |
| Lpl Financial | Ferndale | WA | 02/2026 | Present |
1. 03/06/2026 - Jubilee Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 160 hours per month/ during trading 2. 03/11/2026 - Jubilee Wealth LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Ferndale, WA - Start Date 02/02/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-31 |
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