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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED_RES | 2021-05-05 |
Branch Locations
1211 Newell Ave. Suite 120, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 07/2015 | 04/2018 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2018 | 06/2020 |
| Insight Wealth Strategies, Llc. | San Ramon | CA | 04/2018 | 05/2021 |
| Lpl Financial Llc | Walnut Creek | CA | 05/2021 | Present |
1. 7/9/2021 - Golightly Wealth Advisors - DBA: Element Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/04/2021 - 160 Hours Per Month During Securities Trading - Golightly Wealth Advisors is S-Corp for tax purposes. 2. 7/15/2021 - Element Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 3/3/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Producer - Start Date - 02/16/2023 - 10 Hours Per Month/5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-14 |
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