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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-09-01 |
| CA | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2021-08-23 |
Branch Locations
3650 Mayberry Dr Ste 101-7, Reno, NV 89509 • United States
18881 Von Karman Ave Ste 410, Irvine, CA 92612 • United States
Rancho Santa Margari, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Irvine | CA | 07/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 11/2016 | 08/2021 |
| Lpl Financial | Irvine | CA | 08/2021 | Present |
1) 08/23/2021 - Non-Variable Insurance - StrateFi Wealth Management - 38Hrs/Mo 2Hrs During Trading - Start Date: 8/2021 - Investment Related - Irvine, CA 92612. 2) 08/23/2021 -- DBA for LPL Business (entity for LPL business) - StrateFi Wealth Management - Start Date:08/2021 -Investment Related - Irvine, CA 92612 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 08/28/2025 - Sure Win Tax Pros - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:09/02/2025 - 20 Hrs/Mth - 1 Hrs During Trading. 4) 01/29/2026 - Solutions by Merrick Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 09/02/2021 - 80 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-09 |
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