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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Coronado | CA | 10/2007 | 02/2025 |
| The Financial Planning Company | Coronado | CA | 10/2012 | Present |
| Raymond James Financial Services Advisors, Inc | Coronado | CA | 07/2010 | 02/2025 |
| Woods, Inc. | Coronado | CA | 01/2019 | Present |
| Lpl Financial | Coronado | CA | 02/2025 | Present |
1- 01/2025 / Real Estate Rental / INV RLTD / START 08/12/2019 2- 01/2025 / The Financial Planning Company / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 1 HRS MNTH / START 09/27/2012 3- 01/2025 / Real Estate Rental / INV RLTD / START 08/12/2019 4- 01/2025 / Woods Capital Partners / DBA for LPL Business (entity for LPL business) / INV RLTD /AT LOCATION / START 02/14/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-24 |
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