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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Irvine | CA | 01/2025 | 11/2025 |
| Happy English | Ekoda | 03/2023 | 01/2025 | |
| M3 Mehcanical | Anaheim | CA | 10/2021 | 03/2023 |
| United States Airforce | Lancaster | CA | 06/2019 | 10/2021 |
| Yard House | Irvine | CA | 03/2016 | 06/2019 |
| Lpl Financial Llc | Irvine | CA | 11/2025 | Present |
1)11/12/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/12/2025 - Waypoint Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-04 |
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