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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-19 |
Branch Locations
3558 Round Barn Blvd Ste 200, Santa Rosa, CA 95403 • 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 Corp | Santa Rosa | CA | 10/2007 | 11/2024 |
| Lpl Financial | Santa Rosa | CA | 11/2024 | Present |
1- 08/2024 / Marys Folly LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 2 hrs mth / Felton CA / Start date: 05/22/2018 2- 08/2024 / WOOD WEALTH MANAGEMENT / Non-Variable Insurance / Investment Related / 15 hrs mth / Santa Rosa CA / Start date: 11/01/2007 3- 08/2024 / Valley Mini Storage / Business Owner / Not Investment Related / 1 hr mth / Felton CA / Start date: 05/22/2018 4- 08/2024 / Wood Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 40 hrs mth / At reported business location(s) 5- 08/2024 / Wood VMS Family Limited Partnership / Business Entity For Tax/Investment Purposes Only / 2 hrs mth / Felton CA / Start date: 01/01/2000 6- 08/2024 / DK Felton Management LLC / Real Estate Rental / Investment Related / 2 hrs mth / Felton CA / Start date: 06/01/2016
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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