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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
Charleston, SC • United States
125-E Wappoo Creek Drive Ste. 101-B, Charleston, SC 29412 • 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 |
|---|---|---|---|---|
| Liberty Partners Financial Services, Llc | Bakersfield | CA | 11/2016 | 06/2018 |
| Outrigger Consulting, Llc | Charleston | SC | 08/2016 | Present |
| Liberty Partners Capital Management, Llc | Bakersfield | CA | 11/2016 | 06/2018 |
| Lpl Financial Llc | Charleston | SC | 06/2018 | Present |
1. 7/2/2018 - Outrigger Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 6/1/2018 - 120 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/2/2018 - Outrigger Consulting LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 08/19/2016 - 0 Hours Per Month - Time Spent 0%. 3. 7/2/2018 - No Business Name - Investment Related - Charleston, South Carolina - Other-Notary - Time Spent 1% - Notary Public. 4. 1/11/2021 - No Business Name - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2021 - 4 Hours Per Month/0 Hours During Securities Trading - Book sales and public speaking - Jenne Sevilla Sole Proprietorship. 5. 1/11/2021 - Money Moods® - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2020 - 160 Hours Per Month/28 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-20 |
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