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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-01 |
| WA | RA | APPROVED | 2020-07-14 |
Branch Locations
5729 Lakeview Dr Ne, Ste. 110, Kirkland, WA 98033 • United States
Newcastle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmark Financial Services Inc. | Bellevue | WA | 08/1993 | Present |
| Lpl Financial Corporation | Bellevue | WA | 09/2009 | Present |
WESTMARK FINANCIAL SERVICES INC, INDEPENDENT INSURANCE SALES, COMMENCED 1992, SOLE PROPRIETORSHIP, 70% TIME SPENT, 100% OWNERSHIP, ACTIVE OWNER/AGENT/REP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-08 |
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