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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-11 |
| CA | RA | APPROVED | 2018-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 06/2018 |
| Lpl Financial, Llc | Chico | CA | 06/2018 | Present |
1. 3/5/2020 - Asset Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2020 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 09/22/2022 - Mehan Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 10/01/2022 - 120 Hours Per Month/120 Hours During Securities Trading. 3. 2/22/2023 - No Business Name - Not Investment Related - Chester, CA 96020 - Real Estate Rental - Start Date - 10/13/2022 - 2 Hours Per Month/0 Hours During Securities Trading 4. 2/22/2023 - No Business Name - Not Investment Related - Chester, CA 95963 - Real Estate Rental - Start Date - 02/28/2022 - 2 Hours Per Month/0 Hours During Securities Trading 5. 05/05/2025 - Lakewest Properties, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 04/21/2025 - 3 Hrs/Mth - 0 Hrs During Trading. 6. 01/22/2026 - BCD Group - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2019 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-10 |
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