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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-10 |
| CA | RA | APPROVED | 2026-03-09 |
Branch Locations
1930 S Brea Canyon Rd #120, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anaheim | CA | 05/2013 | 06/2017 |
| Woodbury Financial Services Inc | Diamond Bar | CA | 06/2017 | 01/2024 |
| Osaic Wealth, Inc. | Diamond Bar | CA | 01/2024 | 03/2026 |
| Lpl Financial | Diamond Bar | CA | 03/2026 | Present |
1. 02/2026 - Andrew Chou - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 1 Hour(s) During Trading - West Covina, CA, 91792 - OBA Start Date: 06/01/2015 2. 02/2026 - City of Diamond Bar - Politics/ Government - Not Inv Related - 10 Hour(s)/Month - 10 Hour(s) During Trading - Diamond Bar, CA, 91765 - OBA Start Date: 12/04/2018 3. 02/2026 - Master & Master LLC - Business Owner - Not Inv Related - 20 Hour(s)/Month - 20 Hour(s) During Trading - Diamond Bar, CA, 91765 - OBA Start Date: 01/01/2017 4. 02/2026 - Andrew Chou - Real Estate Rental - Inv Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Diamond Bar, CA, 91765 - OBA Start Date: 03/01/2015 5. 02/2026 - Wealthify Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/9/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-10 |
| S66 | Uniform Combined State Law Examination | 2005-09-07 |
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