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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
1230 Rosecrans Ave. Suite 300, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Manhattan Beach | CA | 02/2019 | 01/2025 |
| Tbg West | Culver City | CA | 07/2017 | 02/2019 |
| City Of El Segundo | El Segundo | CA | 12/2014 | 07/2017 |
| Lpl Financial Llc | Manhattan Beach | CA | 01/2025 | Present |
1 - 07/2024 - SALIENT WEALTH PLANNING GROUP - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-02 |
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