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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-21 |
| CA | RA | APPROVED | 2019-11-26 |
Branch Locations
111 Town Square Rd, Suite A, Copperopolis, CA 95228 • 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 |
|---|---|---|---|---|
| Independent Financial Group Llc | Copperopolis | CA | 01/2012 | 11/2019 |
| Lpl Financial Llc | Copperopolis | CA | 11/2019 | Present |
1) 1/2000 - Business Tax Entity - D. KIRKLAND ENTERPRISES, INC - Investment Related - 1% - Cooperopolis, CA 95228 2) 1/2012 - DBA for LPL Business (entity for LPL business) - STEVENSON WEALTH MANAGEMENT - Investment Related - 90% - Cooperopolis, CA 95228
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-08 |
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