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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| ID | RA | APPROVED | 2022-05-19 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 06/2015 | 05/2022 |
| Bank Of America, N.A. | San Diego | CA | 09/2015 | 05/2022 |
| Lpl Financial Llc | Meridian | ID | 05/2022 | Present |
1)03/28/2022 - Steelhorste Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-23 |
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