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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2020-06-09 |
Branch Locations
1953 San Elijo Ave Ste 204, Cardiff, CA 92007 • United States
Carlsbad, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Atlantic Distributors, Llc | Simsbury | CT | 05/2016 | 01/2020 |
| Global Atlantic Financial Group | Simsbury | CT | 05/2016 | 01/2020 |
| Unemployed | Portland | OR | 01/2020 | 05/2020 |
| Lpl Financial, Llc | Carlsbad | CA | 06/2020 | Present |
1. 06/01/2020 - Drishti Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/2020 - 0 Hrs/Mth/ During Trading -Time Spent 95%. 2. 08/20/2025 - SURF CASA AT 434 RIVERSIDE BLVD LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Carlsbad, CA - Start Date 10/29/2024 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-20 |
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