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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sequim | WA | 04/2023 | Present |
| Pacific Lifestyle Homes | Vancouver | WA | 12/2018 | 08/2023 |
| Pacific Bells | Vancouver | WA | 11/2017 | 12/2018 |
| Sierra Pacific Industries | Aberdeen | WA | 04/2014 | 05/2017 |
| Unemployed | Aberdeen | WA | 05/2017 | 11/2017 |
| Financial Advocates Investment Management | Sequim | WA | 12/2023 | Present |
1) 12/21/2023 - Sherpa Guided Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/11/2023 - 20 Hours Per Month/ During Trading 2) 02/28/2025- JB Financial Services, LLC- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 09/12/2023- 20 Hours Per Month- 20 Hours During Trading. 3) 09/18/2025 - Real Estate Rental - Investment Related - Start Date:01/01/2024 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 03/31/2026 - Berglund Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/16/2026 - 140 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-19 |
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