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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-04-07 |
Branch Locations
731 S Highway 101 Ste 2-K, San Diego, CA 92075 • 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 Financial Llc | San Diego | CA | 05/2009 | Present |
1. 05/29/2009 - JKL WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 10%. 2. 3/3/2010 - NEW SENTRY CAPITAL MANAGEMENT - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - New Sentry Capital Management, business entity for accounting purposes not held out to the public - 0% TIME SPENT. 3. 4/13/2012 - JL CAPITAL CORP - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - JL Capital Corp was created for accounting purposes only - 0% TIME SPENT. 4. 7/24/2012 - LOHRENZ CHARITABLE REMAINDER TRUST - Act in a Fiduciary Capacity - INV REL - AT REPORTED BUSINESS LOCATION - Clarence Lohrenz, he is my father - 1% TIME SPENT. 5. 7/29/2020 - The Prosperity Project - Not Investment related - Home Based - Other-Author- Start Date: 1/15/2018 - 20 Hour Per Month/0 Hours During Securities Trading - Writing a book.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-20 |
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