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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-05-26 |
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
4426 Big Timber Ct, Pahrump, NV 89061-7606 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 Inc | Seal Beach | CA | 11/2002 | 06/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Long Beach | CA | 02/2003 | 06/2018 |
| Effective Planning | Irvine | CA | 02/2009 | Present |
| On Target Planning | Long Beach | CA | 07/2015 | Present |
| Chalice Capital Partners, Llc | San Diego | CA | 07/2018 | Present |
| Chalice Wealth Advisors, Llc | San Diego | CA | 07/2018 | 09/2018 |
| M Stevens Wealth Advisors, Llc | Costa Mesa | CA | 09/2018 | 04/2023 |
| Lpl Financial | Pahrump | NV | 05/2023 | Present |
1) 04/14/2023 - ON-TARGET PLANNING - Business Entity For Tax/Investment Purposes Only - Owner - Pahrump, NV 89061 - Non investment related - 3 Hours per month - Start date: 10/01/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-26 |
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