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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2026-01-02 |
| GA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
| WA | RA | APPROVED | 2021-07-21 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Pasadena | CA | 03/1998 | 07/2021 |
| Various Insurance Carriers | Monrovia | CA | 06/1998 | Present |
| Julie E Sagatelian | Monrovia | CA | 09/1997 | Present |
| Lpl Financial Llc | Pasadena | CA | 07/2021 | Present |
1) 08/16/2021 - Started 1998 - Associates of Clifton Park (AgencyBroker) / Non-Variable Insurance / Investment Related / 8HR/MO / At Reported Business Location(s) 2) 08/16/2021 - Started 9/1997 - Julie E. Sagatelian / Real Estate Rental /Monrovia, CA / Investment Related / 2HR/MO 3) 01/14/2025- ROSE CITY WEALTH ADVISORS- DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 01/13/2025- 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-29 |
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