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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
| CA | RA | APPROVED | 2026-06-23 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Palm Desert | CA | 04/2010 | 04/2026 |
| Lpl Financial Llc | San Diego | CA | 04/2026 | Present |
1. 04/2026 - HighWater Partners - Business Entity For Tax/Investment Purposes Only - INV REL - 00 Hour(s)/Month - 00 Hour(s) During Trading - Irvine, CA 92612 - OBA Start date: 04/13/2026 2. 04/2026 - BR4 Family S Corp - Business Entity For Tax/Investment Purposes Only - INV REL - 00 Hour(s)/Month - 00 Hour(s) During Trading - Palm Desert, CA 92211 - OBA Start date: 04/13/2026 3. 04/2026 - HIGHWATER WEALTH - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location(s) - OBA Start date: 04/13/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-23 |
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