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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
701 Palomar Airport Road Suite 300, Space 47, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Carlsbad | CA | 11/2014 | 11/2025 |
| Lpl Financial | Carlsbad | CA | 11/2025 | Present |
1. 09/2025 - MORRIS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 11/03/2025 2. 09/2025 - Family Legacy Group - Outside/W-2 Employment - Not Investment Related - 24 Hrs/Mth - 0 Hrs During Trading - , Carlsbad, CA 92011 - OBA Start Date: 04/01/1992
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-04 |
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