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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-24 |
| CA | RA | APPROVED | 2021-01-29 |
Branch Locations
925 Ygnacio Valley Rd Suite 103 C, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Alamo | CA | 01/2013 | 01/2021 |
| Lpl Financial, Llc | Walnut Creek | CA | 01/2021 | Present |
1. 3/25/2021 - Harmonic Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/26/2021 - 200 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-13 |
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