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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-15 |
| NJ | RA | APPROVED | 2018-02-06 |
| CA | RA | APPROVED | 2005-08-17 |
Branch Locations
3500 W. Olive Ave, Ste 300, Burbank, CA 91505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Burbank | CA | 08/2005 | Present |
(1) 09/02/2005: NO BUSINESS NAME - INV REL - BURBANK, CA - NON-VARIABLE INSURANCE - FIXED INSURANCE BUSINESS (2) 11/06/2008: COMPREHENSIVE WEALTH MANAGEMENT (CWM)- INV REL - 3500 W. OLIVE AVE,STE 300, BURBANK, CA 91505 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) (3) 06/21/2011: NON-VARIABLE INSURANCE DBA - COMPREHENSIVE WEALTH MANAGEMENT, LLC - I AM THE PRESIDENT AND CEO OF COMPREHENSIVE WEALTH MANAGEMENT, LLC. I WILL BE RUNNING MY LPL BUSINESS AND MY INSURANCE BUSINESS THROUGH THIS ENTITY. - TIME SPENT 100% - BURBANK, CA. (4) 07/05/2011 - NON-VARIABLE INSURANCE DBA - COMPREHENSIVE WEALTH MANAGEMENT - TIME SPENT 80% - BURBANK, CA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-02 |
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