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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-07 |
Branch Locations
27201 Puerta Real, Suite 300, Mission Viejo, CA 92691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casa Italia Inc. | Huntington Beach | CA | 03/2023 | 08/2026 |
| Pledge Star | Lake Forest | CA | 07/2024 | 10/2024 |
| Chipotle | Irvine | CA | 07/2022 | 02/2023 |
| Rubios Coastal Grill | Tustin | CA | 06/2021 | 07/2022 |
| Full-Time Education | Irvine | CA | 08/2016 | 05/2023 |
| Full-Time Education | Irvine | CA | 08/2023 | 05/2025 |
| Full-Time Education | Long Beach | CA | 08/2025 | 08/2026 |
| Lpl Financial Llc | Mission Viejo | CA | 08/2026 | Present |
1. 08/2026 – Casa Italia Inc. – For-Profit Board Member – Not Inv Related – 20 Hour(s)/Month – 0 Hour(s) During Trading – Huntington Beach CA 92646 – OBA Start Date: 03/01/2023 2. 08/2026– Isaiah Morse – Business Owner – Not Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Irvine CA 92602 – OBA Start Date: 03/01/2023 3. 08/2026 – TGL 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: 8/6/2026 4. 08/2026 – Priority Wealth Partners – 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: 8/6/2026 5.08/2026 – Gladstone Wealth Partners – 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: 8/6/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-15 |
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