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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-05 |
| CA | RA | APPROVED | 2022-03-08 |
Branch Locations
777 E Tahquitz Canyon Way #323, Palm Springs, CA 92262 • 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 |
|---|---|---|---|---|
| Tiaa-Cref Individual/Institutional Services Llc | Los Angeles | CA | 01/2014 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith/Bank Of America | Palm Desert | CA | 05/2017 | 12/2017 |
| Edward Jones | St Louis | MO | 12/2017 | 03/2022 |
| Lpl Financial Llc | Palm Springs | CA | 03/2022 | Present |
1) 01/25/2022 - Heslin Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2022 - 160 Hr/Mth 2) 03/25/2026 - SKH Living Trust - Real Estate Rental - Investment Related - Palm Springs, CA - StartDate 02/01/2021 - 1 Hour per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-12 |
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