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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-17 |
Branch Locations
11545 Los Osos Valley Road Suite B-1, San Luis Obispo, CA 93405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cal Poly | San Luis Obispo | CA | 09/2015 | 06/2017 |
| Army National Guard | San Luis Obispo | CA | 09/2011 | 09/2019 |
| Wacker Wealth Partners, Llc | San Luis Obispo | CA | 03/2017 | 05/2022 |
| Lpl Financial Llc | San Luis Obispo | CA | 06/2022 | Present |
1) 09/12/2022 - Summit Investment Group - DBA for LPL Business (entity for LPL business) - INV REL - At reported business location(s). 2) 01/14/2025- Adaptive Innovations Inc- Outside/W-2 Employment- Not INV Related- Home based- Start date 01/15/2025- 10 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-16 |
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