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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
368 E Yosemite Ave Ste 200, Merced, CA 95340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Merced | CA | 10/2007 | 09/2025 |
| Lpl Financial Llc | Merced | CA | 09/2025 | Present |
1) 2026-04-20 - Big D Properties, LLC - Business Entity For Tax/Investment Purposes Only - N - 5 - 0 - at reported business location(s) - 2026-04-10 - Office building 2) 2025-09-03 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Decorum Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - 40 - at reported business location(s) - 2025-08-13 - 3) 2025-09-03 - Kennedymacha Enterprises LLC - Business Owner - N - 5 - 0 - at reported business location(s) - 2025-08-13 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-15 |
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