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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-22 |
Branch Locations
5520 Wellesley St, Suite 206, La Mesa, CA 91942 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michelle Warner Real Estate | San Diego | CA | 06/2020 | 07/2021 |
| Einstein Bagels | San Diego | CA | 02/2019 | 03/2020 |
| Rowe Technologies | Poway | CA | 05/2017 | 08/2017 |
| School | San Diego | CA | 08/2004 | 05/2021 |
| Lpl Financial Llc | La Mesa | CA | 08/2021 | 10/2023 |
| Lpl Financial Llc | La Mesa | CA | 10/2023 | Present |
| Mw Asset Management | La Mesa | CA | 10/2023 | Present |
1) 10/03/2025 - Financial Plan Design - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/23/2023 - 180 Hrs/Mth - 100 Hrs During Trading. 2) 11/10/2025 - Nicole Gandy DBA Ruby Moon - Other - Retail - Brand Ambassador - Not Investment Related - Remote - Start Date 10/25/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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