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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-01-17 |
| CA | RA | APPROVED | 2009-01-06 |
Branch Locations
300 E State Street Ste 500, Redlands, CA 92373 • United States
300 East State Street Suite 500, Redlands, CA 92373 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-01-12 |
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corp | Redlands | CA | 01/2009 | Present |
| Retirement Wealth Group, Inc. | Redlands | CA | 09/2009 | Present |
1. 9/18/2008 - NON-VARIABLE INSURANCE DBA - RETIREMENT WEALTH GROUP, INC. - FIXED ANNUITIES - TIME SPENT 10% - REDLANDS, CA. 2. 1/9/2009 - NON-VARIABLE INSURANCE DBA - JENNA TURNER - FIXED ANNUITIES, GROUP HEALTH AND LTC. - TIME SPENT 2% - REDLANDS, CA. 3. 9/22/2009 - REGISTERED INVESTMENT ADVISOR - RETIREMENT WEALTH GROUP, INC. - PROVIDE FINANCIAL PLANNING FOR HOURLY FEE AND/OR FIXED FEES. - TIME SPENT 10% - REDLANDS, CA. 4. 9/27/2012 - REAL ESTATE RENTAL - RETIREMENT WEALTH GROUP, INC. - ANOTHER FIRM, AN RIA CALLED REGAL WEALTH, SUBLEASES 312 SQUARE FEET FROM MY FIRM. THIS OFFICE SHARING ARRANGEMENT WAS ALREADY APPROVED BY LPL COMPLIANCE ON SEPTEMBER 8, 2010. - TIME SPENT 0% - REDLANDS, CA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-09-28 |
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