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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Napa Ca | CA | 01/2016 | 03/2026 |
| Top Hat Wine Tours | Napa | CA | 01/2024 | Present |
| Renew Wealth Management | Napa | CA | 01/2026 | 03/2026 |
| Vintage Wealth Advisors | Napa | CA | 03/2026 | Present |
| Lpl Financial Llc | Napa | CA | 03/2026 | Present |
1. 04/2026 - Vintage Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 120 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 4/10/2026 2. 04/2026 - Top Hat Wine Tours - Business Owner - Not Investment Related - 04 Hrs/Mth - 00 Hrs During Trading - Napa, CA 94558 - OBA Start Date: 02/01/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-07 |
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