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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
2535 Townsgate Rd Suite 306, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Westlake Village | CA | 03/2016 | 02/2025 |
| Lpl Financial Llc | Westlake Village | CA | 02/2025 | Present |
1- 12/2024 / TOWNSGATE WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Inv Rltd / at location / 160 hrs mnth / 6-8 hrs during trading / start 9/20/2012 2- 12/2024 / GUIDESTAR PRIVATE WEALTH MANAGEMENT / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / 1 hrs mnth / 1 hrs during trading / start 3/1/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-11 |
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