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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | San Pedro | CA | 06/1999 | 11/2017 |
| Lpl Financial Llc | San Pedro | CA | 11/2017 | Present |
1. 11/29/2017 - Santich Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Owner - Start Date 2003 - 100% Time Spent. 2. 11/29/2017 - No Business Name - Investment Related - Non-Variable Insurance - Fixed insurance sales - N/A - Annuities. 3. 10/06/2024 - Santich Wealth Mangement - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/02/2024 - 0 Hours Per Month/ During Trading 4. 02/05/2026 - Bright Bookkeeping - Business Owner - Not Investment Related - At Reported Business Location(s) - Start Date 12/18/2025 - 8 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-14 |
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