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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2021-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Financial Services | Laguna Hills | CA | 12/2014 | 01/2017 |
| Voya Financial Advisors, Inc. | Laguna Hills | CA | 01/2017 | 06/2017 |
| Voya Financial Advisors, Inc. | Laguna Hills | CA | 07/2017 | 03/2019 |
| Lpl Financial, Llc | Laguna Hills | CA | 03/2019 | Present |
1. 03/29/2019 - PROFESSIONAL FINANCIAL SERVICES, INC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 0%/ LAGUNA HILLS, CA 2. 5/13/2021 - No Business Name - Not Investment Related - No location - Other-Author - Started 01/01/2018 - 0 Hours Per Month - Book name: How To Make $100K Out of College. 3. 12/20/2021 - O&R Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 04/28/2022 - Personal Growth A - Not Investment Related - Location: Online - Business Owner - Educator - Start Date - 05/01/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading 5. 06/15/2023 - Atikan Wealth Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/15/2023 - 160 Hours Per Month/ 100 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-12 |
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