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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmark Credit Union | Idaho Falls | ID | 08/1999 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2025 |
| Lpl Financial Llc | Idaho Falls | ID | 11/2025 | Present |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name Westmark Investment Services - Inv Rel - At Reported Business Location (s) - 10/2025 "
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-17 |
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