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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-06 |
Branch Locations
4540 E.THousand Oaks Blvd Ste 100, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Westlake Village | CA | 08/2014 | 11/2024 |
| Lpl Financial Llc | Westlake Village | CA | 11/2024 | Present |
1- 09/2024 / ABRAHAM FINANCIAL PLANNING LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 80 hrs mth / 4 hrs during trading / Thousand Oaks, CA / Start date: 06/20/2022 2- 09/2024 / Real Estate Rentals / Real Estate Rentals / Investment Related / 1 hr mth / Thousand Oaks, CA / Start date: 09/14/2017 3- 09/2024 / Nexus Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 4- 09/2024 / Kamie Abraham {insurance) / Non-Variable Insurance / Investment Related / 3 hrs mth / 1 hr during trading / Thousand Oaks, CA / Start date: 01/01/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-14 |
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