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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
| LA | RA | APPROVED | 2025-06-05 |
| UT | RA | APPROVED | 2025-06-05 |
Branch Locations
2001 E. Financial Way Suite 104, Glendora, CA 91741 • 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 |
|---|---|---|---|---|
| Waddell & Reed | Seal Beach | CA | 10/2014 | 07/2018 |
| Women's Symposium Of Southern California | Seal Beach | CA | 10/2016 | 03/2018 |
| M Stevens Wealth Advisors, Llc | Newport Beach | CA | 09/2018 | 06/2022 |
| Chalice Wealth Advisors | San Diego | CA | 07/2018 | 09/2018 |
| Western International Securities, Inc. | Pasadena | CA | 06/2022 | 06/2025 |
| Kingswood Capital Partners, Llc | Newport Beach | CA | 07/2018 | 06/2022 |
| Lpl Financial Llc | Glendora | CA | 06/2025 | Present |
1- 06/2025 - Arrowhead Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/20/2022 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-23 |
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