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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-08-26 |
| CA | RA | APPROVED | 2021-08-24 |
| TX | RA | APPROVED | 2021-08-23 |
Branch Locations
18881 Von Karman Ave Ste 410, Irvine, CA 92612 • United States
3650 Mayberry Dr Ste 101-7, Reno, NV 89509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Irvine | CA | 09/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 11/2016 | 08/2021 |
| Lpl Financial, Llc | Reno | NV | 08/2021 | Present |
1) 08/23/2021 - AUTHOR OF BOOK - Investment Related - Other - Reno, NV 89519 - Start Date:12/2011 - 3% . 2) 08/23/2021 - Non-Variable Insurance - StrateFi Wealth Management - Investment Related - Reno, NV 89519 - Start Date:8/2021 - 100% 3) 08/23/2021 - DBA for LPL Business (entity for LPL business) - StrateFi Wealth Management - Investment Related - Reno, NV 89519 - Start Date: 8/2021 - 160 Hrs/Mth - 8 Hrs During Trading- 100%. 4) 09/15/2025 - Sure Win Tax Pros - Investment Related - Irvine CA - Tax Prep/Accounting/CPA - Start Date:08/19/2025 - 20 Hrs/Mth - 4 Hrs During Trading. 5) 01/29/2026 - JDS Decision Maker - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/23/2021 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
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