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Wealth One Advisors CRD 137780
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Fallbrook, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-04-10 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-12-31 |
Branch Locations
100 San Marcos Blvd Ste 400, San Marcos, CA 92069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Fallbrook | CA | 10/1993 | Present |
| Wealth One Advisors | Fallbrook | CA | 10/2000 | Present |
(1) 11/22/2004: WEALTH ONE ADVISORS - INV REL - 2136 PUERTO DEL MUNDO, FALLBROOK, CA 92028 - REGISTERED INVESTMENT ADVISOR - FINANCIAL PLANNING SERVICIES (2) 06/05/2009: NO BUSINESS NAME - INV REL - 2136 PUERTO DEL MUNDO, FALLBROOK, CA 92028 - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - OUTSIDE FIXED INSURANCE: FIXED ANNUITIES (3) 08/29/2013: WEALTHONE ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 2136 PUERTO DEL MUNDO, FALLBROOK, CA 92028
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-09 |
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