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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED | 2022-02-08 |
| CA | RA | APPROVED | 2014-09-18 |
Branch Locations
155 N Riverview Drive, Anaheim, CA 92808 • United States
Bullhead City, AZ • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Anaheim | CA | 09/2014 | Present |
1. 2/10/2015 - JBG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 9-18-14 - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-03 |
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