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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2010-04-13 |
Branch Locations
500 N State College Blvd Ste 1100, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Orange | CA | 04/2010 | Present |
1. 07/21/2015 - BACK NINE INSURANCE - INV REL - 10250 CONSTELLATION BLVD. STE. 2320 LOS ANGELES, CA. 90067 - NON-VARIABLE INSURANCE - START 07/23/2015 - 3 HOURS PER MONTH, 0 DURING TRADING - I'LL JUST BE RUNNING MY INSURANCE THROUGH BACK NINE AGENCY. 2. 7/15/2020 - The Reasoner Group/ dba Centurion Wealth Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/20/15 - 160 Hours Per Month/60 Hours During Securities Trading. 3. 7/15/2020 - Centurion Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2015 - 160 Hours Per Month/120 Hours During Securities Trading. 4. 10/01/2025- The Reasoner Group- Real Estate Rental- Not INV Related- At Reported Business Location(s)- Start date 09/12/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-06 |
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