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Trevor Dane Williams

LPl Financial LLC

Lynnwood, 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 2025-02-22
  • WA RA
    APPROVED
    Since 2025-02-22

Branch Locations

19401 40Th Ave W, Ste 460, Lynnwood, WA 98036 • 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
Student Sultan WA 11/2014 06/2018
Everett Community College Everett WA 06/2018 12/2021
University Of Washington Bothell WA 12/2021 12/2023
Autonation Bellevue WA 10/2023 06/2024
Sultan School District Sultan WA 06/2024 09/2024
Lpl Financial, Llc Lynwood WA 10/2024 Present
  • 11/2014 → 06/2018
    Student
    Sultan, WA
  • 06/2018 → 12/2021
    Everett Community College
    Everett, WA
  • 12/2021 → 12/2023
    University Of Washington
    Bothell, WA
  • 10/2023 → 06/2024
    Autonation
    Bellevue, WA
  • 06/2024 → 09/2024
    Sultan School District
    Sultan, WA
  • 10/2024 → Present
    Lynwood, WA
Other Businesses

1- 10/2024 / Forney Financial / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-21
Other Names
  • Trevor Williams

View on SEC IAPD

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