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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED_RES | 2025-02-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Coronado | CA | 01/1999 | 02/2025 |
| Raymond James Financial Services Advisors, Inc | Coronado | CA | 01/2009 | 02/2025 |
| Coronado Youth Soccer League | Coronado & San Diego | CA | 03/2016 | 07/2024 |
| Woods Inc. | Coronado | CA | 01/2000 | Present |
| Coronado Unified School District | Coronado | CA | 11/2021 | Present |
| The Financial Planning Company | Coronado | CA | 09/2012 | Present |
| Lpl | Coronardo | CA | 02/2025 | Present |
1) 01/2025 - Woods Capital Partners / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 2) 01/2025 - Woods Inc / Business Entity For Tax/Investment Purposes Only / Sole Owner / Non Inv Related / Start date 01/01/2000 - 10 hrs per month - 3% Time Spent 3) 01/2025 - Coronado Unified School District / Coach/Sports/Fitness / Middle School Soccer Coach / Non Inv Related / Coronado, CA, 92118 / Start date 11/28/2021 - 40 Hrs per month - 2% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-10 |
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