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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-10-18 |
Branch Locations
5927 Balfour Court, Ste 101, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Carlsbad | CA | 06/2007 | Present |
| The Wealth Advisors | Carlsbad | CA | 01/2011 | 10/2019 |
1. 12/1/2017 - Balfour Owners Association - 5927 Balfour Ct, Carlsbad, CA 92008 - Not Investment Related - Outside/W-2 Employment - Start Date 01/01/2018 - 5 Hours Per Month/1 Hour During Securities Trading - Building Access/Maintenance Coordination. 2. 1/17/2018 - HomeSmart Realty West - Investment Related - 2776 Gateway Rd, Ste 101, Carlsbad, CA 92009 - Mortgage/Real Estate Services - Started 01/01/2018 - 10 Hours Per Month During Securities Trading - Residential Real Estate Sales. 3. 02/09/2022 - No Business Name - Not Investment Related - Home Based - Notary Public - Start Date: 02/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading - CA NOTARY PUBLIC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-16 |
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