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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
7561 Center Ave Ste 17, Huntington Beach, CA 92647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Orange | CA | 04/2009 | 10/2017 |
| Securities America Inc. | Huntington Beach | CA | 10/2017 | 12/2021 |
| Lpl Financial Llc | Huntington Beach | CA | 12/2021 | Present |
1) 9/2020 - Real Estate Rental - 645 PACIFIC AVE LLC - 1% - 645 Pacific Ave, Unit 410, Long Beach CA 2) 10/2001 - Non-Variable Insurance - Donny Takemoto -Agent selling Life, LTC, health- Investment Related -HUNTINGTON BEACH, CA 3) 12/16/2021 - ELITE FINANCIAL NETWORK - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1992.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-26 |
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