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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
| WA | RA | APPROVED | 2023-09-11 |
Branch Locations
1520 W Colorado Blvd, Pasadena, CA 91105 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Burien | WA | 07/2018 | 08/2019 |
| Primerica Financial Services | Burien | WA | 05/2018 | 08/2019 |
| Bremerton School District | Bremerton | WA | 11/2017 | 02/2018 |
| Success In Coaching | Bremerton | WA | 11/2017 | 02/2018 |
| Unemployed | Bremerton | WA | 07/2017 | 11/2017 |
| Southern New Hampshire University | Hooksett | NH | 12/2015 | 07/2017 |
| Bremerton School District | Bremerton | WA | 05/2019 | 07/2019 |
| Edward Jones | St Louis | MO | 08/2019 | 09/2023 |
| Lpl Financial | Seattle | WA | 09/2023 | Present |
1- 08/2023 / Next Gen Wealth Partners / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 230 HRS MNTH / 5 HRS DURING TRADING 2- 08/2023 / No business registration / Real Estate Rental / INVESTMENT RELATED / 1 HRS MNTH / START DATE 08/01/2022 3- 08/2023 / No name registered / Real Estate Rental / INVESTMENT RELATED / START DATE 01/22/2022 4) 01/23/2025 - Guidepoint - Not Investment Related - Other - Consultant - Home Based - Start Date:01/15/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-16 |
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