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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-15 |
Branch Locations
2829 Townsgate Rd Ste 100, Westlake Village, CA 91361 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | VA | 03/2016 | 09/2023 |
| Bank Of America, N.A. | Westlake Village | CA | 06/2016 | 09/2023 |
| B. Riley Wealth Management | Memphis | TN | 09/2023 | 08/2025 |
| B. Riley Wealth Advisors, Inc | Memphis | TN | 09/2023 | 08/2025 |
| Lpl Financial Llc | Westlake Village | CA | 08/2025 | Present |
1.08/14/2025; Palm Springs Rental Property; Real Estate Rental; Investment Related; Westlake Village,CA; Start Date 07/02/2025; 5hrs/mth; 0hrs during trading 2.08/14/2025; JJ'S Property Management LLC; Property Management; Real Estate Services; Investment Related; at Reported Business Location(s); Start Date 07/02/2025; 5hrs/mth; 0hrs during trading 3.08/14/2025; Studio City Rental Property; Real Estate Rental; Investment Related; Westlake Village,CA; Start Date 07/02/2025; 5hrs/mth; 0hrs during trading 4.05/18/2026; The Financial Foundation, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/12/2026; 10hrs/mth; 10hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-03 |
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