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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED_RES | 2025-04-29 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Redwood City | CA | 09/2014 | 09/2018 |
| Oppenheimer & Co. Inc. | Newport Beach | CA | 09/2018 | 10/2021 |
| Raymond James And Associates, Inc. | Newport Beach | CA | 10/2021 | 04/2025 |
| Lpl Financial Llc | Laguna Beach | CA | 04/2025 | Present |
1) 02/2025 - Corona Wealth Management Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 120 Hrs per month - 100% Time Spent 2) 02/2025 - Real Estate Rental Airbnb - 790 Gaviota Dr, Laguna Beach, CA 92651 / Real Estate Rental / Owner / Inv Related / CA 92651 / Start date 02/14/2019 - 2 Hrs per month - 1 % Time Spent 3) 02/2025 - Real Estate Rental - 777 Coast Hwy Laguna Beach, CA 92651 / Real Estate Rental / Owner / Inv Related / Start date 02/15/2019 - 5 hrs per month - 1% Time Spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-30 |
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