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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-21 |
| VA | RA | APPROVED | 2024-03-13 |
| TX | RA | APPROVED_RES | 2024-03-04 |
Branch Locations
7777 Fay Avenue Suite 305, La Jolla, CA 92037 • United States
Leesburg, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | La Jolla | CA | 10/2013 | 01/2024 |
| Unemployed | Leesburg | VA | 02/2024 | 03/2024 |
| Lpl Financial Llc | Leesburg | VA | 03/2024 | Present |
1- 12/2023 / MARINE STREET FINANCIAL / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 12/2023 / CMF ADVISORS, INC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 8 hrs mth / Start date: 03/15/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-22 |
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