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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-16 |
| CA | RA | APPROVED | 2020-04-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 05/2014 | 04/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2018 | 03/2020 |
| Insight Wealth Strategies, Llc. | San Ramon | CA | 04/2018 | 03/2020 |
| Lpl Financial, Llc | Danville | CA | 03/2020 | Present |
1. 11/04/2022 - Sprague Wealth Solutions, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/03/2022 - 4 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-03 |
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