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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-27 |
| TX | RA | APPROVED_RES | 2023-10-27 |
Branch Locations
3108 Ponte Morino Dr Ste 220, Cameron Park, CA 95682 • United States
2600 E. Bidwell St. Suite 140, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cameron Park | CA | 01/2009 | 10/2023 |
| Securities America Advisors | Cameron Park | CA | 04/2010 | 10/2023 |
| Lpl Financial | Cameron Park | CA | 10/2023 | Present |
1)10/18/2023 - Astute Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mth 2)10/18/2023 - Astute Wealth LLC - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - start: 01/2022 - 2 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-08 |
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