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David John Miles

LPl Financial LLC

Vancouver, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-07-10
  • WA RA
    APPROVED
    Since 2025-07-10

Branch Locations

15705 Ne Fourth Plain Blvd, Vancouver, WA 98682 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 07/2024 05/2025
Iq Credit Union Vancouver WA 07/2024 Present
Iq Credit Union Vancouver WA 05/2023 07/2024
The Noodle Bar Vancouver WA 01/2022 05/2023
New Seasons Vancouver WA 05/2021 01/2022
Safeway Vancouver WA 04/2020 05/2021
Extended Travel Chiang Rai 08/2019 03/2020
Chuck's Produce Vancouver WA 08/2018 08/2019
Extended Travel Chiang Rai 01/2018 08/2018
Chuck's Produce Vancouver WA 09/2017 01/2018
Black Lake Bible Camp Olympia WA 06/2017 08/2017
Arby's Vancouver WA 09/2016 06/2017
Student Camas WA 01/2014 09/2016
Lpl Financial Llc Vancouver WA 05/2025 Present
  • 07/2024 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2024 → Present
    Iq Credit Union
    Vancouver, WA
  • 05/2023 → 07/2024
    Iq Credit Union
    Vancouver, WA
  • 01/2022 → 05/2023
    The Noodle Bar
    Vancouver, WA
  • 05/2021 → 01/2022
    New Seasons
    Vancouver, WA
  • 04/2020 → 05/2021
    Safeway
    Vancouver, WA
  • 08/2019 → 03/2020
    Extended Travel
    Chiang Rai
  • 08/2018 → 08/2019
    Chuck's Produce
    Vancouver, WA
  • 01/2018 → 08/2018
    Extended Travel
    Chiang Rai
  • 09/2017 → 01/2018
    Chuck's Produce
    Vancouver, WA
  • 06/2017 → 08/2017
    Black Lake Bible Camp
    Olympia, WA
  • 09/2016 → 06/2017
    Arby's
    Vancouver, WA
  • 01/2014 → 09/2016
    Student
    Camas, WA
  • 05/2025 → Present
    Vancouver, WA
Other Businesses

1 - 05/2025 - iQ Investment Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 90 Hours During Trading - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
  • S66 Uniform Combined State Law Examination
    2025-07-03

View on SEC IAPD

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