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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
Branch Locations
548 Gibson Drive Suite 130, Roseville, CA 95678 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Newport Beach | CA | 07/2004 | 04/2020 |
| Wells Fargo Advisors Llc | Newport Beach | CA | 01/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Newport Beach | CA | 11/2016 | 04/2020 |
| Edward Jones | St.LOuis | MO | 04/2020 | 02/2026 |
| Lpl Financial Llc | Roseville | CA | 03/2026 | Present |
| Mariner Independent Advisor Network | Overland Park | KS | 03/2026 | 07/2026 |
| West Capital Wealth Management | Roseville | CA | 03/2026 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1) 2026-03-11 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - West Capital Wealth Management - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-01-22 - 160hrs/mth - 160hrs/mth during trading 2) 2026-05-06 - Clout Stewardship Advisors Corporation - Business Entity For Tax/Investment Purposes Only - N - at reported business location(s) - 2026-04-30 - 0hrs/mth - 0hrs/mth during trading 3) 06/29/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
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