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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-18 |
| CA | RA | APPROVED | 2016-11-07 |
Branch Locations
19112 Gridley Rd. Ste 215, Cerritos, CA 90703 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance | Brea | CA | 10/2015 | 10/2016 |
| Park Avenue Securities Llc | Brea | CA | 10/2015 | 10/2016 |
| Lpl Financial, Llc | Cerritos | CA | 11/2016 | Present |
1. 12/2/2016 - pamela mckenzie - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/01/2013 - 1 Hour Per Month/ 0 Hours During Securities Trading. 2. 06/27/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 06/25/2019 - 4 Hours Per Month/1 Hour During Securities Trading. 3. 1/19/2022 - McKenzie Wealth Management, INC. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2022 - 160 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-20 |
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