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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 | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Rancho Cordova | CA | 03/2009 | Present |
| Rj Holdings, Inc. | Veyo | UT | 11/2016 | 08/2019 |
1. 02/02/2010 - WOODBURY INSURANCE SERVICES - INV REL - AT REPORTED LOCATION - NON-VARIABLE INSURANCE DBA - WOODBURY INSURANCE SERVICES - FIXED INSURANCE - FIXED LIFE, FIXED ANNUITIES, FIXED WHOLE LIFE, DISABILITY, LTC AND HEALTH. - TIME SPENT 5% - FOLSOM, CA. 2. 2/10/2010: WOODBURY WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3. 06/26/2015 - WOODBURY TAX SERVICE - INV REL - 1024 IRON POINT ROAD, FOLSOM CA 95630 - START:07/01/2016 - 15 HOURS PER MONTH - NO HOURS DURING TRADING. 4. 12/16/2019 - Hometown Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2019 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-09 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
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