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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-21 |
Branch Locations
3189 Danville Blvd Suite 280, Alamo, CA 94507 • United States
895 Dove Street, 3Rd Fl, Newport Beach, CA 92660 • United States
Alamo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alamo | CA | 03/2015 | Present |
| Advantage Wealth Advisors | Alamo | CA | 08/2015 | Present |
(1) 03/11/2015: Advantage Wealth Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 02/2015 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-03 |
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