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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
1230 Rosecrans Ave. Suite 300, Manhattan Beach, CA 90266 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Manhattan Beach | CA | 06/1998 | 01/2025 |
| Lpl Financial Llc | Manhattan Beach | CA | 01/2025 | Present |
1- 12/2024 / Salient WPG / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading / start 01/21/2025 2- 12/2024 / SALIENT WEALTH PLANNING GROUP, INC. / DBA for LPL Business (entity for LPL business) / 160 hrs mnth / 8 hrs during trading / start 09/16/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-15 |
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