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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2016 | 09/2018 |
| Ameriprise Financial Services, Llc | Glendale | CA | 09/2020 | 01/2025 |
| Advisor Business Solutions | Long Beach | CA | 03/2019 | 09/2020 |
| Unemployed | Los Angeles | CA | 09/2018 | 02/2019 |
| Favor Wealth Advisors | Pasadena | CA | 01/2025 | 04/2025 |
| Unemployed | Sherman Oaks | CA | 05/2025 | 07/2025 |
| Partners Federal Credit Union | Burbank | CA | 07/2025 | Present |
| Lpl Financial | Burbank | CA | 08/2025 | Present |
Investment products and services are offered through LPL Financial LLC using the DBA/trade name Partners Retirement and Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-27 |
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