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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-21 |
| CA | RA | APPROVED | 2021-09-10 |
Branch Locations
27281 Las Ramblas #138, Mission Viejo, CA 92691 • United States
San Juan Capistrano, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pleasanton | CA | 05/2016 | 09/2021 |
| Lpl Financial, Llc | Walnut Creek | CA | 09/2021 | Present |
1. 9/10/2021 - Tangeman Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 9/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-03 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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