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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-22 |
| TX | RA | APPROVED_RES | 2023-08-15 |
Branch Locations
11333 N Scottsdale Rd Ste 295, Scottsdale, AZ 85254 • United States
15635 Alton Pkwy Ste 160, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Scottsdale | AZ | 07/2016 | 08/2023 |
| Kestra Advisory Services, Llc | Scottsdale | AZ | 07/2016 | 08/2023 |
| Lpl Financial Llc | Scottsdale | AZ | 08/2023 | Present |
1- 08/2023 / WATERMARK WEALTH STRATEGIES LLC / DBA for LPL Business (entity for LPL business) / Investment Related 2- 08/2023 / WATERMARK WEALTH PLANNING LLC / Estate Planning Services - Trust Protector / Non Investment Related 3- 08/2023 / Watermark PAC SCorp / Business Entity For Tax/Investment Purposes Only / Non Investment Related 4- 08/2023 / Watermark Norte LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related 5- 08/2023 / WATERMARK LEGACY PLANNING LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related 6- 11/19/2025 - C.I. Irion Trust, Irion NIMCRUT, Charles Irion - Act in a Fiduciary Capacity - Trust Protector & Financial Advisor - Not Investment Related - At Reported Business Location(s) - Start Date 07/25/2025 - 30 hours per month/ 1 hour during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-19 |
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