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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-09 |
Branch Locations
27201 Puerta Real Ste 300, Mission Viejo, CA 92691 • United States
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
27201 Puerta Real Ste 300, Mission Viejo, CA 92691 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers | Rancho Cucamonga | CA | 03/2000 | 10/2020 |
| Wedbush Securities Inc | Ontario | CA | 08/2011 | 10/2020 |
| Lpl Financial, Llc | Mission Viejo | CA | 10/2020 | Present |
1)10/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - RUSSELL CAPITAL MANAGEMENT - INVESTMENT RELATED - MISSION VIEJO, CA 92688 2)10/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - GLADSTONE ADVISORS - INVESTMENT RELATED - MISSION VIEJO, CA 92688 3) 05/20/2025 - Priority Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date: 11/01/2024 - 180 Hrs/Mth - 6 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-16 |
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