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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-06 |
| CA | RA | APPROVED | 2021-12-15 |
Branch Locations
222 E Olive Ave Suite 1, Redlands, CA 92373 • United States
Cedarville, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Yucaipa | CA | 05/2009 | 10/2017 |
| Securities America, Inc. | Yucaipa | CA | 10/2017 | 12/2021 |
| Securities America Advisors | Yucaipa | CA | 10/2017 | 11/2021 |
| Lpl Financial, Llc | Yucaipa | CA | 12/2021 | Present |
1) 2014 - DBA for LPL Securities Business / Massongill Wealth Management / Investment Related / Redlands, CA 92373 2) 1993 - Non-Variable Insurance / Massongill Wealth Management / Investment Related / 5% / Redlands, CA 92373 3) 2011 - Real Estate Rental / Investment Related / 1Hr/Mo / 32664 Fairmont Lane Units A and B, Yucaipa, CA 4) 2021 - Real Estate Rental / David Massongill / Investment Related / 1Hr/Mo / 190 E First Street Pickford, MI 49774 5) 12/7/2022 - No Business Name - Investment Related - Pickford, MI 49774 - Real Estate Rental - Start Date - 10/07/2022 - 1 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-14 |
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