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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-06 |
Branch Locations
4540 E.THousand Oaks Blvd Ste 100, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Westlake Village | CA | 09/2006 | 11/2024 |
| California Lutheran University | Thousand Oaks | CA | 06/2013 | Present |
| Lpl Financial Llc | Westlake Village | CA | 11/2024 | Present |
1 - 09/2024 - Nexus Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 09/2024 - CALIFORNIA LUTHERAN UNIVERSITY - Outside/W-2 Employment - Not Inv Related - 10 Hours/Month - CA 91360 - OBA Start Date: 6/6/2013. 3 - 09/2024 - Insurance Sales - Non-Variable Insurance - Inv Related - 20 Hours/Month - 1 Hour During Trading - CA 91362 - OBA Start Date: 10/01/2006. 4- 10/29/2025- No Business Name-Real Estate Rental- INV Related- At Newbury Park, CA - 5 Hours Per
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-20 |
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