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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-03 |
| CA | RA | APPROVED | 2007-04-13 |
Branch Locations
429 Marsh St, San Luis Obispo, CA 93401 • United States
5075 S Bradley Rd, Suite 125, Orcutt, CA 93455 • United States
433 Marsh St, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Orcutt | CA | 01/2005 | Present |
| Crew Wealth Management | Orcutt | CA | 08/2010 | 02/2018 |
(1) 11/01/2004: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - INSURANCE (2) 5/14/2018 - WealthCheck - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/04/2018 - 40 Hours Per Month/2 Hours During Securities Trading. (3) 2/23/2021 - Mustang Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2021 - 240 Hours Per Month During Securities Trading. (4) 02/05/2025 - Ryse Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/31/2017 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-29 |
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