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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
2535 Townsgate Rd Suite 306, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Westlake Village | CA | 11/2012 | 02/2025 |
| Lpl Financial Llc | Westlake Village | CA | 02/2025 | Present |
1 - 12/2024 - Jay & Abby Dinkins Family Trust - Real Estate Rental - Inv Related - 1 Hour/Month - 1 Hour During Trading - TX 76177 - OBA Start Date: 11/19/2024. 2 - 12/2024 - Townsgate Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3 - 12/2024 - FINRA Arbitrator - Inv Related - 5 Hours/Month - CA 90071 - OBA Start Date: 11/19/2024. 4 - 12/2024 - Apulia Corporation - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 1 Hour/Month - 1 Hour During Trading - CA 91301 - OBA Start Date: 11/19/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-21 |
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