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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
Branch Locations
2625 Townsgate Rd Ste 330 Ofc 406, Westlake Villiage, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | San Diego | CA | 07/2025 | 07/2026 |
| Unemployed | Thousand Oaks | CA | 06/2022 | 02/2023 |
| Harbor House Thousand Oaks | Thousand Oaks | CA | 06/2018 | 06/2022 |
| Unemployed | Thousand Oaks | CA | 06/2016 | 06/2018 |
| Bonita Golf Course | Bonita | CA | 02/2023 | 07/2025 |
| Equitable Advisors, Llc | New York City | NY | 07/2026 | 08/2026 |
| Lpl Financial Llc | Westlake Village | CA | 08/2026 | Present |
1. 08/2026 - Signet Strategic Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/31/2026 2. 08/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/31/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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