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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
| WA | RA | APPROVED | 2025-09-15 |
Branch Locations
16330 Aurora Ave N, Shoreline, WA 98133 • United States
Bellevue, WA • United States
Redmond, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2023 | 09/2025 |
| Omni-Fund, Inc. | Port Orchard | WA | 12/2020 | 03/2023 |
| Haselwood Auto Group | Bremerton | WA | 06/2019 | 12/2022 |
| American Pacific Mortgage | Renton | WA | 03/2019 | 11/2020 |
| Blackpoint It Services | Kent | WA | 04/2017 | 06/2019 |
| West Sound Treatment Center | Port Orchard | WA | 06/2016 | 09/2016 |
| Denali Advanced Integration | Redmond | WA | 09/2016 | 04/2017 |
| Lpl Financial Llc | Shoreline | WA | 09/2025 | Present |
| Sound Credit Union | Shoreline | WA | 09/2025 | Present |
1) 7/25/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sound Investment & Retirement Solutions - Inv. Related- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-27 |
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