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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-21 |
Branch Locations
1400 Lakeside Court, Ste 101, Yakima, WA 98902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Yakima | WA | 10/2023 | Present |
| Washington State Emp. Cu | Yakima | WA | 10/2023 | Present |
| Educational Federal Credit Union | Palmetto Bay | FL | 10/2012 | 09/2023 |
1) 09/11/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU INVESTMENT MANAGEMENT - Investment related - At reported business location(s). 2) 09/11/2023 - WASHINGTON STATE EMP. CU /WSECU INVESTMENT MANAGEMENT - Financial Institution Duty - Associate Financial Advisor - WA 98902 - Investment related - 120 Hours per month - Start date: 9/25/2023. 3) 12/03/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Services - Investment Related - At Reported Business Location(s) - Start Date 11/29/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
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