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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
21860 Burbank Blvd Ste 170, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Woodland Hills | CA | 03/2004 | 07/2025 |
| Lpl Financial Llc | Woodland Hills | CA | 07/2025 | Present |
1- 07/2025 - Ramzor LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - San Antonio, TX - Start Date 04/15/2024 - 1 hour per month/ 0 hours during trading 2- 07/2025 - ISAAC INY - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/15/2025 - 10 hours per month/ during trading 3- 07/2025 - INY WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/15/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-23 |
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