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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2026-06-23 |
Branch Locations
1520 North El Camino Real Ste4, San Clemente, CA 92672 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Laguna Niguel | CA | 07/2015 | 06/2026 |
| Morgan Stanley Private Bank, National Association | Monarch Beach | NY | 07/2015 | 06/2026 |
| Lpl Financial Llc | San Clemente | CA | 06/2026 | Present |
1. 06/2026 - WestKai Private Wealth - DBA for LPL Business (entity for LPL business) - Inv Related – 200 Hour(s)/Month – 104 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/23/2026 2. 06/2026 - Idaho Rental Property - Real Estate Rental - Inv Related – 2 Hour(s)/Month – 0 Hour(s) During Trading – Coeur D Alene, ID, 83815 – OBA Start Date: 11/01/2000
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-07 |
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