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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-07-23 |
Branch Locations
1429 Makiki Street Suite 2-205, Honolulu, HI 96814 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1429 Makiki Street 2-205, Honolulu, HI 96814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Honolulu | HI | 01/2009 | 06/2024 |
| Securities America Advisors, Inc. | Honolulu | HI | 01/2009 | 06/2024 |
| Osaic Wealth, Inc. | Honolulu | HI | 06/2024 | 07/2025 |
| Osaic Wealth, Inc. | Honolulu | HI | 06/2024 | 07/2025 |
| Lpl Financial Llc | Honolulu | HI | 07/2025 | Present |
1. 06/2025 - Steinberg Investment Group - DBA for LPL Business (entity for LPL business) - Investment related - 0 Hrs/Mth - 0 Hrs During Trading - At Reported business location(s) - OBA Start Date : 07/14/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-09 |
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