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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
1230 Rosecrans Ave. Suite 300, Manhattan Beach, CA 90266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salient Wealth Planning Group | Manhattan Beach | CA | 04/2026 | Present |
| Prudential Financial | Irvine | CA | 07/2024 | 01/2026 |
| Thinking Financial Group | Brisbane | 05/2013 | 05/2019 | |
| Findex | Brisbane | 05/2019 | 06/2021 | |
| Psc | Brisbane | 06/2021 | 12/2023 | |
| Travel / Relocation | Brisbane | 12/2023 | 07/2024 | |
| Lpl Financial | Manhattan Beach | CA | 06/2025 | Present |
1. 04/2026 - Salient Wealth Planning Group - 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: 4/29/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-11 |
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