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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-16 |
Branch Locations
1573 Main St, Ferndale, WA 98248 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellingham Golf & Country Club | Bellingham | WA | 05/2016 | 08/2018 |
| Gonzaga Its | Spokane | WA | 09/2018 | 05/2021 |
| Ace General Store | Spokane | WA | 05/2020 | 08/2020 |
| Ski Butlers | Park City | UT | 10/2021 | 01/2022 |
| Meridian School District | Bellingham | WA | 03/2022 | 06/2022 |
| Mass Appeal | New York | NY | 04/2022 | 08/2023 |
| Student | Spokane | WA | 09/2013 | 05/2021 |
| Self Employed | Bellingham | WA | 06/2021 | 09/2021 |
| Independent Financial Group, Llc | Bellingham | WA | 09/2023 | 05/2025 |
| Jd Phillips & Associates | Bellingham | WA | 09/2023 | Present |
| Lpl Financial | Ferndale | WA | 05/2025 | Present |
1-04/2025 / Idiom Theater / Artist/ Musician / Non Investment Related / 20 hrs mnth / start 08/1/2024 2- 04/2025 / JD Phillips & Associates, Inc / DBA for LPL Business (entity for LPL business) /Investment Related / 140 hrs mnth / 100 hrs during trading / start 01/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-15 |
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