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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Redding | CA | 08/2009 | Present |
1. 08/20/2009 - Forcella Wealth Management * Non-Variable Insurance DBA * inv rel * at reported business location(s) * Financial Advisor - client reviews, investment management, life insurance sales * time spent 100% 2. 07/01/2011 - REAL ESTATE RENTAL - HOME BUILT IN 1976 , 1300 SQ FEET. ON 2.5 ACRES. THE RENTERS ARE NOT CUSTOMERS OR ADVISORS OF B/D OR RIA. - 1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-30 |
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