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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
2535 Townsgate Rd Suite 306, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Westlake Village | CA | 07/2008 | 09/2016 |
| Wells Fargo Advisors Financial Network, Llc | Westlake Village | CA | 09/2016 | 02/2025 |
| Lpl Financial Llc | Westlake Village | CA | 02/2025 | Present |
1)12/10/2024 - Townsgate Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/10/2024 - BL VENTURES, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Boise, ID - Start: 12/2001 - 1 Hr/Mth 3)12/10/2024 - SHERWOOD WEALTH MANAGEMENT - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Newbury Park,CA - Start: 08/2016 - 1 Hr/Mth 4)12/10/2024 - BG CONCEPTS, LLC dba WINEKEEPER IDAHO BL VENTURES - Business Owner - Wine Storage Business - Non-Inv Rel - Boise, ID - Start: 03/2007 - 1 Hr/Mth 5)12/10/2024 - MIDDLETON VILLAGE PARTNERS - Owner of Real Estate Rental - Inv Rel - Boise, ID - Start: 03/2006 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-07 |
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