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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-10-20 |
Branch Locations
18837 Brookhurst Ste Ste 107, Fountain Valley, CA 92708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fountain Valley | CA | 10/2009 | Present |
1. 8/22/2011 - Benchmark Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-11 |
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