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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
9070 Irvine Center Dr, Ste 230, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Campbell | CA | 08/2016 | 03/2018 |
| Lpl Financial | Irvine | CA | 09/2018 | Present |
| N/A | San Diego | CA | 03/2018 | 09/2018 |
1. 10/29/2018 - DBA for LPL Business (entity for LPL business) - WealthWise Financial Services - 100% - 9070 Irvine Center Dr, Ste 230, Irvine, CA 92618 2. 08/30/2021 - No Business Name - Not Investment Related - Outside/W-2 Employment - Contributor/Writer - Start Date: 06/30/2021 - 10 Hours Per Month/0 Hours During Securities Trading - I would provide writings on topics such as: economic analysis, market analysis, and fundamental analysis of individual securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-17 |
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