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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-26 |
Branch Locations
16870 W Bernardo Dr Ste 330, San Diego, CA 92127 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | San Diego | CA | 02/2018 | 10/2020 |
| Carson Wealth/Cetera Advisor Networks | San Diego | CA | 03/2018 | 10/2020 |
| One Extraordinary Marriage | San Diego | CA | 07/2016 | 02/2018 |
| Lpl Financial Llc | San Diego | CA | 05/2023 | Present |
| Lpl Financial Llc | San Diego | CA | 10/2020 | 05/2023 |
1) 03/03/2023 - Nautica Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
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