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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-13 |
Branch Locations
12520 High Bluff Dr. Suite 120, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Bluff Private Wealth | San Diego | CA | 09/2025 | Present |
| Us Navy | San Diego | CA | 05/2016 | Present |
| Lpl Financial | San Diego | CA | 09/2025 | Present |
1. 11/26/2025-High Bluff Private Wealth-DBA for LPL Business (entity for LPL business)-Inv Related-60 Hours Per Month-4 Hours During Trading-At reported business location (s). 2. 11/26/2025-US Navy-Notary-Inv Related-Coronado CA-08/01/2022. 3. 11/26/2025-Real Estate Rental-Inv Related-San Diego CA-08/23/2022. 4. 11/26/2025-Military - Navy-Outside/W-2 Employment-Not Inv Related-80 Hours Per Month-5 Hours During Trading-05/19/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
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