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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED | 2024-12-03 |
Branch Locations
6767 Forest Lawn Dr. Ste 120, Los Angeles, CA 90068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Innovative Wealth Strategists | Los Angeles | CA | 07/2022 | Present |
| John Hart Real Estate | La Canada | CA | 09/2020 | 03/2023 |
| Glendale Police Department | Glendale | CA | 03/2022 | 06/2022 |
| Rose Bowl Aquatics Center | Pasadena | CA | 02/2020 | 05/2024 |
| Acs Security Services | Los Angeles | CA | 01/2019 | 08/2019 |
| Islands Restaurant | Glendale/Orange | CA | 08/2017 | 03/2019 |
| The Proper | La Canada | CA | 11/2019 | 02/2020 |
| Gen Korean Bbq | Glendale | CA | 08/2017 | 10/2017 |
| Crescenta Valley High School | La Crescenta | CA | 11/2019 | 10/2021 |
| Zen Sushi Chinese Cuisine | La Crescenta | CA | 02/2015 | 06/2017 |
| Hungry Howies Pizza | Tujunga | CA | 04/2014 | 03/2020 |
| Evh Security Services | Los Angeles | CA | 06/2019 | 10/2025 |
| Lpl Financial Llc | Los Angeles | CA | 12/2024 | Present |
| Commonwealth Financial Network | Los Angeles | CA | 07/2022 | 12/2024 |
1) 11/2024- Innovative Wealth Strategies - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business - start date 12/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-28 |
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