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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-17 |
Branch Locations
1204 E. Yorba Linda Blvd, Placentia, CA 92870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Financial | Dublin | OH | 03/2011 | 09/2019 |
| Nationwide Securities, Llc | Dublin | OH | 03/2011 | 09/2019 |
| Lincoln Financial Securities Corporation | Placentia | CA | 09/2019 | 05/2024 |
| Lpl Financial Llc | Placentia | CA | 05/2024 | Present |
1) 04/09/2024 - Wilson Financial & Insurance Services, LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 40 Hours per month. 2) 11/20/2025 - Real Estate Rental - Investment Related - Orange, CA - Start Date 01/01/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-02 |
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