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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-11-21 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Reno | NV | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reno | NV | 11/2016 | 11/2024 |
| Lpl Financial | Reno | NV | 11/2024 | Present |
1- 11/2024 / Forest Wealth Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 40 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/2024 / Rental Property / Real Estate Rental / Investment Related / 20 hrs mth / 1 hrs during trading / Homewood, CA / Start date: 10/01/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-28 |
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