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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-01-17 |
| MO | RA | APPROVED | 2011-07-28 |
| CA | RA | APPROVED | 1999-09-28 |
Branch Locations
7863 La Mesa Blvd, Suite 200, La Mesa, CA 91942-0217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | La Mesa | CA | 09/1999 | Present |
(1) 12/22/2014 - GEO BLUE - Non-Variable Insurance - Non-variable insurance - health insurance - LA MESA, CA - Investment Related - Start Date:12/04/2014 -5 Hrs/Mth - 0 Hrs During Trading -TIME SPENT 5 HOURS PER MONTH. (2) 12/13/2018- No Business Name - Not Investment Related - Home Based - Other-Direct Sales - Started 11/28/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Plunder Designs Jewelry. (3) 9/29/2021 - Danielle Stanton Inc - DBA: Classic Wealth Strategies Investment and Insurance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/22/2021 - 40 Hours Per Month During Securities Trading (4) 08/16/2023 - No Business Name - Real Estate Rental - Investment Related - El Cajon, CA - Start Date 10/31/2023 - 0 Hours Per Month/ During Trading (5) 09/28/2023 - BLOSSOM VALLEY RESIDENTIAL CARE - Other - Rep's Business - Not Investment Related - El Cajon, CA - Start Date 01/01/2024 - 3 Hours Per Month/ 0 During Trading 6) 08/15/2025 - Stanton Ranches Inc. - Not Investment Related - Other - horse investment in texas - not an active - FORT WORTH TEXAS - Start Date:07/25/2025 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-14 |
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