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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| TN | RA | APPROVED | 2024-06-18 |
| CA | RA | APPROVED | 2019-07-17 |
Branch Locations
3090 Bristol St Ste 400, Costa Mesa, CA 92626 • United States
17011 Beach Blvd Ste 900, Huntington Beach, CA 92647 • United States
99 E Main St Ste 200, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Anaheim Hills | CA | 06/2009 | 07/2019 |
| Benefit Funding Retirement Services, Llc | Huntington Beach | CA | 01/2008 | 02/2022 |
| Lpl Financial, Llc | Huntington Beach | CA | 07/2019 | Present |
1. 6/10/2020 - Everyone Needs a Retirement Plan - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/05/2020 - 8 Hours Per Month/4 Hours During Securities Trading. 2. 2/1/2022 - Karam Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/28/2022 - 170 Hours Per Month/8 Hours During Securities Trading. 3. 05/15/2023 - CPS Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date 10/18/2019 - 5 Hours Per Month/ 5 Hours During Securities Trading 4. 05/15/2023 - LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - LTC Agent - Start Date 10/22/2019 - 1 Hour Per Month/ 1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-20 |
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