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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Torrance | CA | 06/2010 | 07/2019 |
| Kestra Investment Services, Llc | Torrance | CA | 07/2019 | 04/2025 |
| Kestra Advisory Services, Llc | Torrance | CA | 07/2019 | 04/2025 |
| Lpl Financial Llc | Torrance | CA | 04/2025 | Present |
1. Heritage Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - 160 Hrs/Mth - 100 Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-02 |
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