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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 |
| TX | RA | APPROVED_RES | 2025-01-27 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1240 North Lakeview Avenue, Suite 175, Anaheim, CA 92807 • United States
1240 N Lakeview Ave Ste 175, Anaheim, CA 92807 • 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 Corp. | Irvine | CA | 06/1999 | 01/2025 |
| Lpl Financial Llc | Anaheim | CA | 01/2025 | Present |
1)01/13/2025 - RJR Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)07/02/2024 - Salient Wealth Planning Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 06/03/2025 - CRUMP - Non-Variable Insurance - Inv. Related - At Reported Business Location(s) - Start Date:05/28/2025 - 2 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-04 |
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