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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
9828 Garden Grove Blvd Suite 205, Garden Grove, CA 92844 • 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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Costa Mesa | CA | 03/2017 | 08/2021 |
| Msi Financial Services | Irvine | CA | 07/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Costa Mesa | CA | 03/2017 | 08/2021 |
| Pruco Securities, Llc. | Irvine | CA | 08/2021 | 11/2024 |
| Prudential Insurance Company Of America | Irvine | CA | 08/2021 | Present |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | Present |
1) 04/09/2026-SummitWise Financial Group-Team member-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/01/2026-8hrs/mth-3hrs/mth during trading 2)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-10 |
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