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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-04 |
| CA | RA | APPROVED | 2023-12-08 |
Branch Locations
27201 Puerta Real, Suite 300, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Corona | CA | 06/2001 | 12/2023 |
| Transamerica Financial Advisors, Inc | Corona | CA | 01/2012 | 12/2023 |
| Tgl Holdings, Llc | Corona | CA | 01/2011 | 12/2023 |
| Lpl Financial Llc | Mission Viejo | CA | 12/2023 | Present |
1)12/05/2023 - TGL Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 2)12/05/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 3)12/05/2023 - One Resource Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 12/2023 4)12/05/2023 - TGL Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Co-Owner - Non-Inv Rel - Corona, CA - Start: 01/2011 - 1 Hr/Mth 5) 07/23/2024 - PRIORITY WEALTH PARTNERS - Non-Inv Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started: 7/1/2024 - 1 Hr/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-21 |
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