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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-21 |
| HI | RA | APPROVED | 2010-05-19 |
Branch Locations
101 Aupuni Street, Suite 104 Hilo Lagoon Center, Hilo, HI 96720 • United States
Hilo, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hilo | HI | 05/2010 | Present |
1) 04/07/2010: No Business Name - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - Successor trustee for Aunt 2) 07/06/2010: Cornerstone Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3) 03/14/2011: Arizona Real Estate Investment Holdings I - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 1% Time Spent 4) 01/24/2014: Executor on my Father's Will - Act in a Fiduciary Capacity - Investment Related - At Reported Business Location(s) - 1% Time Spent - Edward FL Chang - Relationship: Father 5) 5/18/2017: Arizona Real Estate Investment Holdings I - Investment Related - Honolulu, HI - Real Estate Rental - Started 03/31/2017 - 1 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-15 |
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