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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-09 |
| TX | RA | APPROVED | 2019-05-08 |
Branch Locations
3366 N Torrey Pines Ct Ste 314, La Jolla, CA 92037 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 05/2019 |
| Lpl Financial, Llc | San Diego | CA | 05/2019 | Present |
1. 05/08/2019 - THE WEALTH CONSULTING GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ At Reported Business Location(s) 2. 05/08/2019 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ Time Spent 0%/ SAN DIEGO, CA 3. 05/08/2019 - CHRISTOPHER ADAJAR/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ At Reported Business Location(s). 4. 1/24/2020 - FORUM Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2020 - 180 Hours Per Month/8 Hours During Securities Trading. 5. 10/23/2024 - 3Mark Financial and Insurance Designers of America - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/21/2024 - 2 Hours Per Month/ During Trading 6. 11/10/2025 - Saybrus Partners - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 11/05/2025 - 2 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-24 |
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