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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-28 |
| CA | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-07-21 |
Branch Locations
6740 Fallbrook Ave; Ste 103, West Hills, CA 91307 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Woodland Hills | CA | 07/1995 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | West Hills | CA | 01/1996 | 07/2021 |
| Women In Insurance & Financial Services | Albany | NY | 06/2011 | 07/2021 |
| Women In Insurance & Financial Services | Albany | NY | 07/2012 | 07/2021 |
| Naifa | Los Angeles | CA | 08/2018 | 07/2021 |
| Lpl Financial Llc | West Hills | CA | 07/2021 | Present |
1) 7/2021- WRI Investments- DBA for LPL Business (entity for LPL business)- inv. related- PORTLAND, OR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-19 |
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