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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-18 |
| CA | RA | APPROVED | 2019-06-21 |
Branch Locations
2625 Townsgate Rd Ste 330 Ofc 406, Westlake Villiage, CA 91361 • United States
Calabasas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westlake Village | CA | 09/2005 | 06/2019 |
| Lpl Financial, Llc | Westlake Village | CA | 06/2019 | Present |
1. 6/21/2019 - Signet Strategic Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/2019 - Time Spent 100%. 2. 10/24/2019 - No business name - DBA:Signet Strategic Wealth Management - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/23/2019 - 2 hrs/mo - 2 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-19 |
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