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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-03 |
| CA | RA | APPROVED | 2024-05-01 |
Branch Locations
1940 N Tustin Avenue Ste 104, Orange, CA 92865 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 04/2003 | 05/2024 |
| Lpl Financial Llc | Orange | CA | 05/2024 | Present |
1) 05/01/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 3/20/2008 - 10 Hrs/Mo; 3% of Time Spent. 2) 05/01/2024 - CIRCLE FINANCIAL PLANNING - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/1/2003. 3) 05/01/2024 - No Business Name - Inv Related - Lake Havasu City, AZ - Real Estate Rental - Started: 12/1/2023 - 1% of Time Spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-18 |
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