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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Brea | CA | 04/2016 | 11/2018 |
| Not Working Due To Disability | Anaheim | CA | 06/2017 | 11/2018 |
| Swellgear | Oceanside | CA | 09/2017 | 10/2018 |
| Natasha Mcpherson Marketing | Anaheim | CA | 11/2018 | Present |
| Hall Wealth Management | Irvine | CA | 05/2019 | Present |
| Lpl Financial, Llc | Lake Forest | CA | 05/2019 | Present |
1) 4/2022 - DBA for LPL Business (entity for LPL business) - Hall Wealth Management Group - Investment Related - Lake Forest, CA 92630 2) 10/2020 - Non-Variable Insurance - Mcpherson Insurance - Investment Related - Irvine, CA 92618 3) 4/11/2023 - Mcpherson Insurance - Investment Related - At Reported Business Location(s) , Home Based - Insurance Agency - Owner - Start Date - 12/11/2019 - 2 Hours Per Month/0 Hours During Securities Trading 4)05/06/2025 - H&R Block - Investment Related - Outside/W-2 Employment - Buena Park CA - Start Date:02/06/2025 - 8 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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