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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-11 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
620 Newport Center Dr Ste 280, Newport Beach, CA 92660 • United States
Ladera Ranch, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | Irvine | CA | 07/2004 | 08/2023 |
| Lpl Financial Llc | Irvine | CA | 08/2023 | Present |
1. 11/08/2023 - DBA Coastline Wealth Advisory - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/10/2023 - 200 Hours Per Month/ 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-20 |
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