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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-23 |
| TX | RA | APPROVED | 2023-10-20 |
Branch Locations
22362 Gilberto Ste 205, Rancho Santa Margari, CA 92688 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2011 | 10/2023 |
| Lpl Financial Llc | Rancho Santa Margarita | CA | 10/2023 | Present |
1) 09/13/2023 - Coastal Oak Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 176 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-17 |
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