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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-26 |
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Redding | CA | 01/2006 | 03/2021 |
| Stifel Nicolaus | Redding | CA | 02/2009 | 04/2024 |
| Lpl Financial Llc | Redding | CA | 04/2024 | Present |
1) 04/26/2024 - Wealth Wise Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2024 - 160 Hr/Mth 2) 01/14/2025 - Other - Author- Not Investment Related - Home Based - Start Date 01/06/2025 - 25 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-15 |
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