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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-10-18 |
Branch Locations
10175 Rancho Carmel Rd, San Diego, CA 92128 • United States
200 B. Street, Davis, CA 95616 • United States
2350 Shattuck Ave, Berkeley, CA 94704 • United States
San Diego, CA • 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 |
|---|---|---|---|---|
| Lpl Fianancial Llc | San Diego | CA | 10/2007 | Present |
| Use Credit Union | La Jolla | CA | 10/2007 | 05/2019 |
1) 2026-04-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Keystone Wealth Advisory - DBA for LPL Business (entity for LPL business) - N - 160 - 160 - at reported business location(s) - 2026-04-20 - just adding DBA name to my already establish finacial advisory business with LPL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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