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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
3111 Camino Del Rio N Ste 920, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | San Diego | CA | 11/2008 | 09/2025 |
| Raymond James Financial Services Advisors, Inc | San Diego | CA | 01/2009 | 09/2025 |
| Cavanaugh Financial Group | San Diego | CA | 04/2014 | 12/2020 |
| Nw Asset Management | San Diego | CA | 01/2021 | 09/2025 |
| Lpl Financial Llc | San Diego | CA | 09/2025 | Present |
1. 08/2025 - Cavanaugh Group - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 09/30/2025 2. 08/2025 - NW Asset Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 1 Hrs/Mth - 0 Hrs During Trading - San Diego, CA, 92108 - OBA Start Date: 01/01/2021 3. 08/2025 - Real Estate Rental - Real Estate Rental - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading - San Diego, CA 92108 - OBA Start Date: 05/04/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-11 |
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