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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Partnervest Advisory Services | Santa Barbara | CA | 10/2005 | 10/2020 |
| Sorrento Pacific Financial, Llc | Ventura | CA | 07/2009 | 05/2025 |
| Changepath, Llc | Leawood | KS | 10/2020 | 12/2020 |
| Lpl Financial Llc | Ventura | CA | 05/2025 | Present |
1 - 06/2025 - Le-Vel - Direct Sales/ MLM - Inv Related - 0 Hour/Month - 0 Hour During Trading - Frisco, TX - OBA Start Date: 04/09/2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-07 |
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