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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-18 |
| CA | RA | APPROVED | 2023-01-23 |
Branch Locations
2710 Loker Ave W, Suite 220, Carlsbad, CA 92010 • United States
Moorpark, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terry Wealth Management | Carlsbad | CA | 03/2019 | Present |
| San Diego State University | San Diego | CA | 08/2018 | Present |
| Shemarya | Los Angeles | CA | 02/2018 | 08/2018 |
| Tipsy Cow | Sherman Oaks | CA | 06/2016 | 08/2018 |
| Lpl Financial Llc | Carlsbad | CA | 02/2019 | Present |
| Rough Diamond Entertainment | Los Angeles | CA | 01/2018 | 04/2018 |
| California State University Northridge | Northridge | CA | 01/2015 | 05/2017 |
1) 2021-12-16 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - TERRY WEALTH MANAGEMENT / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-12-03 - hrs/mth - hrs/mth during trading 2) 2026-05-11 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Legacy One Financial - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-05-05 - 10hrs/mth - 4hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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