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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| CA | RA | APPROVED | 2026-03-11 |
Branch Locations
2516 Goodwater Avenue, Ste A, Redding, CA 96002 • United States
2516 Goodwater Avenue, Ste A,, Redding, CA 96002 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2014 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Roseville | CA | 04/2019 | 04/2022 |
| Edward Jones | St. Louis | MO | 02/2022 | 03/2026 |
| Simpson University | Redding | CA | 02/2020 | 02/2022 |
| Lpl Financial, Llc | Redding | CA | 03/2026 | Present |
1. 03/2026 - GamePlan Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 130 Hrs During Trading - OBA start date: 3/11/2026 2. 03/2026 - GamePlan Wealth Partners LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Redding CA 96002 - 160 Hrs/Mth - 130 Hrs During Trading - OBA start date: 03/10/2026 3. 03/2026 - GamePlan Wealth - Non-Variable Insurance - Investment related - Redding CA 96002 - 16 Hrs/Mth - 16 Hrs During Trading - OBA start date: 03/10/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
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