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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-16 |
Branch Locations
721 Purissima Street Suite C, Half Moon Bay, CA 94019 • United States
721 Purissima Street Suite C, Half Moon Bay, CA 94019 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southcoast Equestrian | San Diego | CA | 06/2015 | 02/2017 |
| Parsons Financial Advisors | Half Moon Bay | CA | 02/2017 | 10/2024 |
| Lpl Financial, Llc | Half Moon Bay | CA | 05/2017 | 08/2019 |
| Cwm Llc Dba Carson Group Partners | Half Moon Bay | CA | 08/2019 | 10/2024 |
| Cetera Advisor Networks | El Segundo | CA | 08/2019 | 10/2024 |
| Lpl Financial | Half Moon Bay | CA | 10/2024 | Present |
1- 09/2024 / Parsons Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 220 hrs mth / 95 hrs during trading / At reported business location(s) 2- 09/2024 / PARSONS ACCOUNTING AND TAX SERVICES / Tax Prep/Accounting/CPA / Investment Related / 10 hrs mth / 2 hrs during trading / Half Moon Bay, CA / Start date: 02/01/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-26 |
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