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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED_RES | 2024-12-03 |
Branch Locations
6767 Forest Lawn Dr. Ste 120, Los Angeles, CA 90068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2003 | 12/2024 |
| Lpl Financial Llc | Los Angeles | CA | 12/2024 | Present |
1) 12/2024- Innovative Wealth Strategies - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business - start date 12/2024 2) 11/2024- Wealth Advocates, Inc. -President and Co-Owner - Business Entity For Tax/Investment Purposes Only - Los Angeles, CA - start date 6/29/2006 - 0hrs 3) 11/2024- Wealth Advocates, Inc. - Non-Variable Insurance- Agent selling Fixed Insurance - Inv. Related- Los Angeles, CA - start date 11/2014- 1hrs/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-12 |
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