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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-08 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Royal Alliance | Harrisburg | PA | 10/2012 | 04/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2020 | 04/2026 |
| Freedom Financial Wealth Management, Inc. | Lemoyne | PA | 10/2005 | Present |
| Freedom Financial Insurance Services, Llc | Lemoyne | PA | 07/2012 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2026 |
| Lpl Financial | Lemoyne | PA | 04/2026 | Present |
1. 03/2026 - Jeffrey West - Non-Variable Insurance - Inv Related - 2 Hour(s)/Month - 2 Hour(s) During Trading - Lemoyne PA 17043 - OBA Start Date: 04/07/2026 2. 03/2026 - Freedom Financial Wealth Management, inc - DBA for LPL Business (entity for LPL business)- Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 4/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-02 |
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