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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2018-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Lodi | CA | 09/2015 | 08/2018 |
| Lpl Financial Llc | Lodi | CA | 08/2018 | Present |
1)08/23/2018 - Act in a Fiduciary Capacity - DANIEL FAMILY TRUST - 1% - INVESTMENT RELATED - LODI, CA 2)08/23/2018 - DBA for LPL Business (entity for LPL business) - Levy, Daniel and McGee Wealth Management - 100% - INVESTMENT RELATED - LODI, CA 95242 3) 3/18/2021 - 4th Gen Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/17/2021 - 40 Hours Per Month During Securities Trading. 4) 04/20/2023 - Daniel Family Trust - Investment Related - Lodi, CA - Start Date 06/01/2023 - 100 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-31 |
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