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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-18 |
| CA | RA | APPROVED | 2017-06-30 |
Branch Locations
2300 E Katella Ave Ste 400, Anaheim, CA 92806-6049 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Z&Z Capital Inc. | Hermosa Beach | CA | 07/2015 | 06/2017 |
| Lpl Financial, Llc | Anaheim | CA | 06/2017 | Present |
1. 06/30/2017 - BENCHMARK WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 99%/ ANAHEIM, CA 2. 4/19/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance producer - Start Date: 4/28/2021 - 2 Hours Per Month/2 Hours During Securities Trading - Broker General Agency.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-26 |
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