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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-08 |
| ID | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED | 2024-04-01 |
Branch Locations
62 N Fisher Park Way Ste 115, Eagle, ID 83616 • United States
23232 Peralta Dr Ste 122, Laguna Hills, CA 92653 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Irvine | CA | 05/2015 | 04/2024 |
| Lpl Financial Llc | Meridian | ID | 04/2024 | Present |
1- 04/01/2024 - Non-Variable Insurance - Investment Related - start date 05/15/2015 - 5 hrs mnth / 1 hrs during trading 2- 04/01/2024 - Amway - Other - Non Investment Related - Start date 03/15/1996 - 2 hrs mth 3. 08/20/2025 - Brian A Martin Investment Services - DBA for LPL Business (entity for LPL business) - Inv rel - At reported Business location(s) - Start date: 08/01/2025 - 200hrs/mnth 8 hrs during Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-03 |
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