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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-24 |
Branch Locations
765 The City Drive S Suite 110, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Buena Park | CA | 09/2012 | Present |
1. 1/29/2018 - Daikovich Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/24/2018 - 80 Hours Per Month/40 Hours During Securities Trading. 2. 3/5/2021 - Daikovich Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/24/2018 - 80 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-14 |
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