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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| UT | RA | APPROVED | 2026-06-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Indian Wells | CA | 05/2009 | 11/2016 |
| Lpl Financial Llc | Park City | UT | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | Indian Wells | CA | 11/2016 | 06/2026 |
1. 06/2026 - Franklin Management Group - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/8/2026 2. 06/2026 - Franklin Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/8/2026 3. 06/15/2026 - RCB WEALTH MGMT LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Park City, UT - Start Date 06/11/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-29 |
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