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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
3409 Mcdougall Ave, Everett, WA 98201 • United States
3217 W. Smith St, Suite 3&4, Seattle, WA 98199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Companies | Lansing | MI | 08/2006 | Present |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 02/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 02/2025 |
| Lpl Financial | Seattle | WA | 02/2025 | Present |
1- 12/2024 / PLATINUM ADVISORY GROUP, LLC / Non-Variable Insurance / Investment Related / 2 hrs mth / Seattle, WA / Start date: 07/01/1990 2- 12/2024 / Sound Reliance Inc / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 160 hrs mth / 6.5 hrs mth / Seattle WA / Start date: 01/01/1992 3- 12/2024 / PLATINUM ADVISORY GROUP, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 6.5 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-23 |
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