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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
| CA | RA | APPROVED | 1997-12-31 |
Branch Locations
2801 Townsgate Road, Suite 106, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Westlake Village | CA | 06/1993 | Present |
(1) 07/12/2001 - INSURANCE SALES - VARIOUS INSURANCE COMPANIES - HEALTH BENEFIT INSURANCE SALES (2) 07/13/2011 - HORIZON WEALTH MANAGEMENT - NON-VARIABLE INSURANCE DBA - WE CURRENTLY HAVE HEALTH BENEFITS CLIENTS AND INSURANCE CLIENTS - TIME SPENT 5%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-01 |
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