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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
Branch Locations
21860 Burbank Blvd Ste 170, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Woodland Hills | CA | 02/2008 | 07/2025 |
| Lpl Financial Llc | Woodland Hills | CA | 07/2025 | Present |
1- 07/2025 - Green Press Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/11/2025 - 160 hours per month/ 140 hours during trading 2- 07/2025 - INY Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/11/2025 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-17 |
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