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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-22 |
Branch Locations
11440 W Bernardo Ct Ste 253, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | San Diego | CA | 07/2013 | 01/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | San Diego | CA | 07/2013 | 01/2019 |
| The Murray Hougen Group | San Diego | CA | 02/2015 | 01/2019 |
| Lpl Financial, Llc | San Diego | CA | 01/2019 | Present |
1. 5/13/2020 - InVision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 30 Hours Per Month/20 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-04 |
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