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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| WA | RA | APPROVED | 2025-09-30 |
Branch Locations
1900 Front St , Ste 101, Lynden, WA 98264 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lynden | WA | 04/2018 | 02/2019 |
| Raymond James Financial Services, Inc. | Lynden | WA | 02/2019 | 05/2019 |
| Peoples Bank | Bellingham | WA | 05/2016 | 04/2018 |
| Raymond James Financial Services Advisors, Inc. | Lynden | WA | 05/2019 | 09/2025 |
| Raymond James Financial Services, Inc. | Lynden | WA | 05/2019 | 09/2025 |
| Lpl Financial Llc | Lynden | WA | 09/2025 | Present |
1. 06/2025- Lucas Jacob - Notary - Notary - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Lynden, WA 98264 - OBA Start Date: 01/01/2017 2.06/2025 - PEAK FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 80 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 9/30/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-21 |
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