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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
548 Gibson Drive Suite 130, Roseville, CA 95678 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
548 Gibson Dr Ste 130, Roseville, CA 95678 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 06/2021 |
| Lpl Financial, Llc | Roseville | CA | 06/2021 | Present |
| Mariner Independent Advisor Network, Llc | Sacramento | CA | 06/2021 | 07/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1.06/14/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name West Capital Wealth Management; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.04/13/2022; CMR Financial, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/14/2021; 160hrs/mth; 160hrs during trading 3.01/10/2023; None; Real Estate Rental; Investment Related; Palm Harbor,FL; Start Date 04/01/2022; 2hrs/mth; 0hrs during trading 4.09/10/2024; NLA Insurance Services; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/27/2024; 5hrs/mth; 0hrs during trading 5.04/25/2025; CBD Development LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 04/03/2025; 2hrs/mth; 0hrs during trading 6.01/12/2026; GoldCrest & Co. LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/08/2025; 2hrs/mth; hrs during trading 7.01/12/2026; Delta Live Scan LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 12/08/2025; 2hrs/mth; hrs during trading 8.07/01/2026; (Hybrid) Private Advisor Group; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date ; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 05/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9.07/06/2026; Guardkin LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/15/2026; 5hrs/mth; 0hrs during trading 10.07/27/2026; Cameron Reid; Author; Not Investment Related; Lincoln,CA; Start Date 07/24/2026; 10hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
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