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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-29 |
| TX | RA | APPROVED | 2020-10-29 |
Branch Locations
16870 W Bernardo Dr Ste 330, San Diego, CA 92127 • United States
Poway, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 11/2004 | 01/2017 |
| Nautica Wealth Advisors | San Diego | CA | 02/2011 | 12/2016 |
| Cwm, Llc | San Diego | CA | 04/2016 | 10/2020 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2017 | 10/2020 |
| Lpl Financial, Llc | San Diego | CA | 10/2020 | Present |
1)08/2013 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - NAUTICA WEALTH ADVISORS, LLC - INVESTMENT RELATED - SAN DIEGO, CA 92127 2)05/2013 - REAL ESTATE RENTAL - 4249 ADAMS AVE, SAN DIEGO, CA 92216 - 2HRS/MO 0HRS DURING TRADING - INVESTMENT RELATED - SAN DIEGO, CA 92216
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-07 |
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