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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-21 |
Branch Locations
3189 Danville Blvd Suite 280, Alamo, CA 94507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alamo | CA | 03/2015 | Present |
| Advantage Wealth Advisors | Alamo | CA | 08/2015 | Present |
1. 03/11/2015 - Advantage Wealth Advisors - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Inv Related - Start date: 02/2015 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-31 |
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