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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-03 |
| CA | RA | APPROVED | 2021-11-08 |
Branch Locations
12520 High Bluff Dr. Suite 120, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego State University | San Diego | CA | 07/2016 | 05/2019 |
| Forester Financial | San Diego | CA | 07/2018 | 08/2018 |
| Lpl Financial Llc | San Diego | CA | 07/2018 | Present |
| San Diego State University | San Diego | CA | 09/2019 | 01/2021 |
1) 08/13/2021 - Overland & Shanahan Wealth Advisors, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2018 - 160 Hr/Mth 2) 04/11/2023 - High Bluff Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - independent insurance agent - Start Date - 04/01/2023 - 160 Hours Per Month/8 Hours During Securities Trading 3) 05/24/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 06/01/2023 - 1 Hour Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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