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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-11-03 |
| CA | RA | APPROVED | 2022-06-22 |
Branch Locations
1200 Westlake Ave N. Ste 1000, Seattle, WA 98109 • United States
Laguna Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Irvine | CA | 01/2015 | 09/2019 |
| Nylife Securities, Llc | Williamsville | NY | 09/2020 | 05/2022 |
| Pascal Insurance & Financial Services | Irvine | CA | 12/2019 | 05/2022 |
| Unemployed | Irvine | CA | 10/2019 | 12/2019 |
| Shop Your Own Mortgage | Irvine | CA | 09/2019 | 10/2019 |
| One Oak Wealth Management | Irvine | CA | 01/2015 | 09/2019 |
| Eagle Strategies Llc | Irvine | CA | 03/2021 | 05/2022 |
| One Oak Wealth Management | Irvine | CA | 06/2022 | 06/2022 |
| Lpl Financial | Irvine | CA | 06/2022 | Present |
1-06/2022 / One Oak Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Seattle, WA 98101 2- 09/2018 / Uplift Yoga Foundation / Outside/W-2 Employment / Investment Related / 10HRS MNTH / Laguna Beach, CA 92651 3-07/2018 / Sender One Climbing - Yoga Instructor / Outside/W-2 Employment / NON Investment Related / 4 HRS MNTH / Santa Ana, CA 92705
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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