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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-02 |
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
2262 Carmel Valley Rd Ste 200, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Lpl Financial Llc | San Diego | CA | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 06/2026 |
1. 05/2026 - Seapoint Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 10 Hour(s)/Month – 10 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026 2. 05/2026 - Linggi Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 20 Hour(s)/Month – 10 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026 3. 05/2026 - KJL Private Wealth INC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 100 Hour(s) During Trading – San Diego, CA, 92130 – OBA Start Date: 05/01/2026 4. 05/2026 - Linggi Asset Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Sheridan, WY, 82801 – OBA Start Date: 04/14/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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