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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-26 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
1404 West St, Redding, CA 96001 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1930 West St, Redding, CA 96001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Redding | CA | 05/2013 | 04/2024 |
| Lpl Financial Llc | Redding | CA | 04/2024 | Present |
1- 02/2024 / Wealth Wise Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 120 hrs mnth / 6 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 2007-10-09 |
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