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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-14 |
| CA | RA | APPROVED | 2025-03-13 |
Branch Locations
620 Newport Center Dr Suite 580, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 10/2015 | 03/2025 |
| Lpl Financial | Newport Beach | CA | 03/2025 | Present |
1) 12/2024 - Fortitude Wealth Management LLC / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 2) 05/19/2025 - Fortitude Wealth RTK - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:03/11/2025 -160 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-24 |
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