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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-25 |
Branch Locations
2221 Camino Del Rio S Ste 307, San Diego, CA 92108-3611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trax Wealth Management | San Diego | CA | 05/2024 | Present |
| Guaranteed Rate | San Diego | CA | 06/2023 | 04/2024 |
| Supreme Lending | San Diego | CA | 02/2022 | 06/2023 |
| Jh Ranch | Etna | CA | 02/2019 | 02/2022 |
| Unemployed | Etna | CA | 12/2018 | 02/2019 |
| Bike Lab Customs | Curitiba | 04/2016 | 12/2018 | |
| Lpl Financial Llc | San Diego | CA | 01/2026 | Present |
1)10/24/2025 - TRAX WEALTH MANAGEMENT INC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
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