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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-14 |
| CA | RA | APPROVED | 2026-04-13 |
Branch Locations
4685 Macarthur Ct Ste 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highmark Capital Management | Irvine | CA | 06/2008 | 08/2023 |
| Us Bank Private Wealth Management | Irvine | CA | 08/2023 | 11/2025 |
| Us Bank Private Wealth Management | San Diego | CA | 11/2025 | 04/2026 |
| Lpl Financial Llc | Newport Beach | CA | 04/2026 | Present |
1. 04/2026 - highwater partners llc - Business Entity For Tax/Investment Purposes Only - Not INV REL - 40 Hour(s)/Month - 0 Hour(s) During Trading - Irvine, CA, 92612 - OBA Start date: 04/13/2026 2. 04/2026 - rising value capital management - Business Entity For Tax/Investment Purposes Only - Not INV REL - 0 Hour(s)/Month - 0 Hour(s) During Trading - Irvine, CA, 92612 - OBA Start date: 04/13/2026 3. 04/2026 - HIGHWATER WEALTH - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 04/13/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-26 |
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