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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-04 |
| CA | RA | APPROVED | 2025-07-07 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
300 Spectrum Center Drive Suite #400, Irvine, CA 92618 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Independent Financial Group | Newport Beach | CA | 05/2012 | 08/2017 |
| Woodbury Financial Services Inc | Irvine | CA | 08/2017 | 01/2024 |
| Osaic Wealth, Inc. | Irvine | CA | 01/2024 | 07/2025 |
| Lpl Financial | Irvine | CA | 07/2025 | Present |
1. 06/2025 - DTS Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At Reported business location(s) - OBA Start date: 07/07/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-29 |
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