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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-03 |
| CA | RA | APPROVED | 2014-12-03 |
Branch Locations
2445 Alamo Pintado Ave Suite 205-B, Los Olivos, CA 93441 • 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 | Solvang | CA | 12/2014 | Present |
(1) 01/12/2015 - BENGOA FINANCIAL MANAGMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 50 HOURS PER MONTH - SOLVANG, CA 2). 05/14/2019 - Coastal Funding, LLC - Investment related - At reported business location(s) - Mortgage/Real Estate Services - start date:06/01/2019 - 16 hrs/mo - 0 hrs during trading. 3) 04/08/2025 - SYV Wealth Advisors - Investment Related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - Start Date:04/01/2025 - 50 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-09 |
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