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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
Branch Locations
2535 Townsgate Rd Suite 306, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Servicenow | Santa Clara | CA | 07/2020 | 03/2026 |
| Unemployed, Student | Bell Canyon | CA | 01/2016 | 05/2017 |
| Camp Keystone | Malibu | CA | 06/2017 | 08/2017 |
| Student | Ann Arbor | MI | 09/2017 | 06/2018 |
| Merril Lynch | Westlake Village | CA | 06/2019 | 08/2019 |
| Innovative Care Systems | West Hills | CA | 06/2018 | 08/2018 |
| Student | Ann Arbor | MI | 09/2018 | 05/2019 |
| Student | Ann Arbor | MI | 09/2019 | 05/2020 |
| Townsgate Wealth Management | Westlake Village | CA | 04/2026 | Present |
| Unemployed | Bell Canyon | CA | 06/2020 | 06/2020 |
| Lpl Financial | Westlake Village | CA | 04/2026 | Present |
1. 04/2026- Townsgate Wealth Management- DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s)- OBA Start Date: 4/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
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