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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-28 |
| TX | RA | APPROVED | 2022-01-28 |
Branch Locations
Huntington Beach, CA • United States
7561 Center Ave Ste 17, Huntington Beach, CA 92647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sheldon Office Services | Huntington Beach | CA | 11/1986 | 01/2022 |
| National Planning Corporation | Huntington Beach | CA | 09/1999 | 10/2017 |
| Securities America Inc. | Huntington Beach | CA | 10/2017 | 01/2022 |
| Securities America Advisors | Huntington Beach | CA | 10/2017 | 01/2022 |
| Lpl Financial Llc | Huntington Beach | CA | 01/2022 | Present |
1) 1/2022- Elite Financial Network- DBA for LPL Business (entity for LPL business)- inv. related- Huntington Beach, CA 2) 01/13/2025 - Margaret Meek Sheldon Financial Advisor - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Home Based - Start Date:01/15/2025 - 120 Hrs/Mth - 100 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-31 |
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