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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
2001 E. Financial Way Suite 104, Glendora, CA 91741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coordinated Wealth Management, Llc | Glendale | CA | 03/2009 | 05/2019 |
| Western International Securities, Inc. | Pasadena | CA | 03/2009 | 06/2025 |
| Lpl Financial Llc | Glendora | CA | 06/2025 | Present |
1. 6/5/2025- ARROWHEAD WEALTH ADVISORS- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/20/2023- 160 Hours Per Month- 100 Hours During Trading 2. 06/05/2025- RITONGA TAX- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 03/20/2023- 160 Hours Per Month- 100 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-21 |
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