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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-03 |
Branch Locations
4540 E.THousand Oaks Blvd Ste 100, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Westlake Village | CA | 06/2026 | Present |
| Unemployed | Westlake Village | CA | 05/2026 | 06/2026 |
| Summit Wealth Management Group | Camarillo | CA | 09/2014 | 12/2019 |
| Lpl Financial, Llc | Camarillo | CA | 01/2016 | 12/2019 |
| Ellevest | New York | NY | 12/2019 | 11/2024 |
| Flourish Wealth Management Inc. | Edina | MN | 12/2024 | 05/2026 |
1. 06/2026 - Nexus Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 100 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/1/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
| S66 | Uniform Combined State Law Examination | 2016-06-20 |
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