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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 | 02/2021 | 03/2025 |
| Mark Scott Construction Inc | Pleasant Hill | CA | 04/2019 | 02/2021 |
| Dome Construction | South San Francisco | CA | 10/2017 | 03/2019 |
| Mark Scott Construction Inc | Pleasant Hill | CA | 12/2015 | 10/2017 |
| Lpl Financial | Newport Beach | CA | 03/2025 | Present |
1) 03/13/2025 - FORTITUDE WEALTH MANAGEMENT LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/13/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 03/13/2025 - RENTAL PROPERTY - Investment Related - Real Estate Rental - RICHMOND, CA - Start Date:08/01/2020 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 04/10/2025 - Fortitude Wealth DS LLC -Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 03/21/2025 - 40 Hrs/Mth - 40 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-24 |
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