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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | La Mesa | CA | 11/2007 | 10/2024 |
| Lpl Financial Llc | San Diego | CA | 10/2024 | Present |
1- 10/2024 - AlvaKirb LLC - Business Entity For Tax/Investment Purposes Only - Co-Owner - Not Investment Related - At Reported Business Location(s) - Start Date 10/30/2024 - 40 Hours Per Month/ 2 Hours During Trading 2- 10/2024 - Ace Kirby LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 10/30/2024 - 80 Hours Per Month/ 4 Hours During Trading 3- 10/2024 - Seapoint Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/14/2024 - 120 Hours Per Month/ 6 Hours During Trading 4- 10/2024 - Real Estate Rental - Investment Related - Covina, CA - Start Date 06/01/2013 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
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