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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2012-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Torrance | CA | 12/2006 | Present |
| Pence Wealth Management | Torrance | CA | 11/2011 | Present |
1. 11/06/2006 - LAW FIRM OF KAVESH, MINOR & OTIS, INC. - INV REL - Other-Legal Services - 80% TIME SPENT - LAW FIRM OF KAVESH, MINOR & OTIS, INC.- SOLE OWNER OF LAW FIRM THAT SPECIALIZES IN TAX AND ESTATE PLANNING 2. 12/28/2009 - THE MISSING LINK BOOT CAMP, INC. - NEW NAME IS ULTIMATE ESTATE PLANNER, INC.; WAS FORMERLY KNOWN AS: THE MISSING LINK BOOT CAMP, INC- PROVIDES TRAINING AND PRACTICE MATERIALS TO OTHER ESTATE PLANNING ATTORNEYS, CPAS, AND INSURANCE PROFESSIONALS. - TIME SPENT 15% - TORRANCE, CA. INV Related 3. 08/19/2010 - NON-VARIABLE INSURANCE - I REFER THESE CASES TO OTHER LPL REPS WHO SPLIT COMMISSIONS WITH ME. I DO NOT ACTIVELY WORK AS A PRODUCER. - TIME SPENT 2% - TORRANCE, CA. 4. 11/17/2011 - REGISTERED INVESTMENT ADVISOR - PENCE WEALTH MANAGEMENT - NO FINANCIAL PLANS OR ADVICE PROVIDED. - 1% OF TIME SPENT - TORRANCE, CA 5. 11/04/2013 - Pence Wealth Management - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-29 |
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