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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-26 |
| AK | RA | APPROVED | 2023-07-24 |
Branch Locations
4141 B Street Suite 408, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Anchorage | AK | 06/2013 | 10/2021 |
| Lincoln Financial Securities Corporation | Anchorage | AK | 10/2021 | 07/2023 |
| Lpl Financial Llc | Anchorage | AK | 07/2023 | Present |
1.07/24/2023; Alpenglow Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/23/2023; 4hrs/mth; 1hrs during trading 2.07/24/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Alpenglow financial, LLC; Investment Related; at Reported Business Location(s); Start Date 06/23/2023; 10hrs/mth; 1hrs during trading 3.02/03/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Pacific Wealth Management Group; Investment Related; at Reported Business Location(s); Start Date 01/31/2025; 1hrs/mth; 1hrs during trading 4.05/26/2026; NA; Tax Prep/Accounting/CPA; Investment Related; Anchorage,AK; Start Date 05/21/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
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