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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-03 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
2262 Carmel Valley Rd Ste 200, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 07/2026 |
| Lpl Financial, Llc | San Diego | CA | 07/2026 | Present |
1.07/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sutherland Retirement Group; Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 40hrs/mth; 30hrs during trading 2.07/01/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Seapoint Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 40hrs/mth; 30hrs during trading 3.08/10/2026; Wavecrest Retirement Consultants; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 160hrs/mth; 125hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-28 |
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