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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-02-15 |
Branch Locations
7700 Irvine Center Dr Ste 540, Irvine, CA 92618 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Irvine | CA | 10/2011 | Present |
1. 03/12/2015 - LIANG & QUINLEY WEALTH MANAGEMENT, INC. - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 160 HOURS PER MONTH - IRVINE, CA 2. 12/2/2020 - Liang & Quinley Tax Management - DBA: Liang & Quinley Wealth Management - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Co-owner/President - Started 12/01/2020 - 40 Hours Per Month/20 Hours During Securities Trading. 3. 11/30/2023 - Bruno Skorheim LLP - Tax Prep/Accounting/CPA - Co-Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 100 Hours Per Month/ 50 Hours During Trading 4. 12/18/2024 - Liang & Quinley Tax Management - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 01/01/2025 - 100 Hours Per Month/ 50 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-03 |
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