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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED | 2025-03-13 |
Branch Locations
620 Newport Center Dr Ste 580, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2015 | 03/2025 |
| Lpl Financial | Newport Beach | CA | 03/2025 | Present |
1 - 11/2024 - Fortitude Wealth Managment - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2. 04/03/2025 - Fortitude Wealth ZTA LLC - Business Entity For Tax/Investment Purposes Only - Not investment related - At reported business location(s). - Start Date: 03/21/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
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