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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-14 |
| TX | RA | APPROVED | 2023-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank / Mufg | Sherman Oaks | CA | 06/2009 | 03/2020 |
| Unemployed | Boca Raton | FL | 03/2020 | 08/2020 |
| Blue Sky Financial | West Palm Beach | FL | 08/2020 | 03/2022 |
| Mv Realty Llc | Delray Beach | FL | 04/2022 | 10/2022 |
| Kestra Investment Services, Llc | Chandler | AZ | 11/2022 | 08/2023 |
| Kestra Advisory Services, Llc | Chandler | AZ | 02/2023 | 08/2023 |
| Lpl Financial Llc | Chandler | AZ | 08/2023 | Present |
1) 07/25/2023 - WATERMARK WEALTH STRATEGIES LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/25/2023 - Rental property - Real Estate Rental - owner - FL 33486- 6823 - Investment related - Start date: 05/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-30 |
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