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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-21 |
| CA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1855 Gateway Blvd Ste 570, Concord, CA 94520 • United States
1750 Kalakaua Ave Ste 2702, Honolulu, HI 96826 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Concord | CA | 01/2008 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies, Inc. | Alamo | CA | 02/2008 | 07/2021 |
| Monument Impact | Concord | CA | 07/2015 | 07/2021 |
| Diablo Divorce | Walnut Creek | CA | 12/2016 | 07/2021 |
| Ameritas Life Insurance/Union Central | Lincoln | NE | 12/2016 | 07/2021 |
| Big King Inc | Walnut Creek | CA | 01/2018 | 07/2021 |
| Contra Costa Christian Schools | Walnut Creek | CA | 09/2019 | 07/2021 |
| Lpl Financial Llc | Concord | CA | 07/2021 | Present |
1- 2018 / Big King Inc. / Business Entity For Tax/Investment Purposes Only / 1 HR Mnth / Non Investment Related / Walnut Creek, CA 94597 2- 03/2020 / MC Financial Partners Diablo Divorce is not a TPA / DBA for LPL Business (entity for LPL business) / Investment Related / Concord, CA 94570
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-05 |
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