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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-23 |
| TX | RA | APPROVED | 2018-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Lodi | CA | 09/2015 | 07/2018 |
| Lpl Financial, Llc | Lodi | CA | 08/2018 | Present |
1. 8/23/2018 - Levy, Daniel and McGee Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 9/2012. 2. 3/22/2021 - 4th Gen Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/01/2021 - 40 Hours Per Month During Securities Trading. 3) 04/02/2025 - Talcott Resolution Life Company - Investment Related - None - Non-Variable Insurance - Start Date:03/27/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-13 |
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