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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-09 |
Branch Locations
1211 Newell Ave. Suite 120, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 05/2016 | 04/2018 |
| Insight Wealth Strategies, Llc. | San Ramon | CA | 05/2016 | 04/2021 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2018 | 09/2019 |
| Insight Wealth Strategies, Llc | San Ramon | CA | 09/2019 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporate | Walnut Creek | CA | 06/2021 | 10/2025 |
| Bank Of America, N.A. | Walnut Creek | CA | 07/2021 | 10/2025 |
| Lpl Financial Llc | Walnut Creek | CA | 10/2025 | Present |
1. 10/07/2025/ Element Wealth Management/DBA for LPL Business (entity for LPL business)/ investment related /(at) reported business locations 2. 10/07/2025/Rental property/ owner/investment related/Chico CA/Start date 07/07/2022/4 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-02 |
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