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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2009-12-16 |
Branch Locations
1725 Nw Louisiana Ave, Chehalis, WA 98532 • United States
575 Trosper Rd Sw, Ste 104, Tumwater, WA 98512 • United States
9540 Bridgeport Way Sw, Lakewood, WA 98499 • United States
Washington State Employee C U 1400 Lakeside Ct Ste 101, Yakima, WA 98902 • United States
330 Union Avenue Se, Olympia, WA 98501-1324 • United States
100 71St Ave Sw, Tumwater, WA 98501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tumwater | WA | 12/2009 | Present |
| Washington State Employees Credit Union | Tumwater | WA | 01/2006 | Present |
1) 12/16/2009 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU Investment Management - INV REL - AT REPORTED BUSINESS LOCATION. 2) 09/21/2010 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - Act as a referral agent for a third-party vendor - 10% TIME SPENT. 3) 03/04/2011 - WSECU Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% 4) 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 | 2003-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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