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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-12-01 |
| CA | RA | APPROVED | 2012-02-02 |
Branch Locations
2300 E Katella Ave Ste 400, Anaheim, CA 92806-6049 • United States
Gardnerville, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Anaheim | CA | 01/2012 | Present |
1. 11/11/2019 - Benchmark Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/11/2019 - 40 Hours Per Month/5 Hours During Securities Trading. 2. 3/11/2020 - Producers Choice Network - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life Insurance Agent - Started 02/24/2020 - 2 Hours Per Month During Securities Trading - Representing Fixed and Fixed Index insurance solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-19 |
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