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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-29 |
| CA | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dennis Williams Sole Proprietor (Lincoln Financial Advisors) | San Diego | CA | 04/2020 | 10/2022 |
| Lincoln Financial Advisors | San Diego | CA | 02/2020 | 04/2020 |
| Globalone Filings Inc | Carlsbad | CA | 02/2019 | 02/2020 |
| Culture Brewing Co | Solana Beach | CA | 05/2017 | 06/2019 |
| Productive Computing Inc | San Marcos | CA | 03/2017 | 06/2017 |
| Qualigen | Carlsbad | CA | 08/2016 | 03/2017 |
| Crust Pizzeria | Carlsbad | CA | 07/2016 | 03/2017 |
| Positive Adventures | San Diego | CA | 10/2016 | 04/2018 |
| Ubs Financial Services Inc | La Jolla | CA | 10/2022 | 09/2023 |
| Morgan Stanley | La Jolla | CA | 09/2023 | 10/2024 |
| Ellevest | San Diego | CA | 10/2024 | 03/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2025 | Present |
1) 05/20/2025 - Everline Financial - Not Investment Related - San Diego, CA, 92110 - Business Entity For Tax/Investment Purposes Only - Start Date: 12/31/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-08 |
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