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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-22 |
| CA | RA | APPROVED | 2008-10-08 |
Branch Locations
2305 Historic Decatur Rd, #100, San Diego, CA 92106 • United States
7505 E 6Th Ave Ste 201, Scottsdale, AZ 85251 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 10/2008 | Present |
1. 2/2/2009 - CPA/BOOKKEEPER/TAX PREPARER - MESSENGER WEALTH MANAGEMENT - THIS IS FOR ACCOUNTING PURPOSES ONLY. ADVISOR USES LPL FINANCIAL WITH THE PUBLIC. 2. 03/07/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 01/01/2020 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-18 |
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