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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-04 |
| IA | RA | APPROVED | 2026-08-04 |
Branch Locations
2000 Heritage Way, Waverly, IA 50677 • United States
Winnetka, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Westlake Village | CA | 08/2015 | 10/2024 |
| Premier America Credit Union | Chatsworth | CA | 08/2015 | 01/2019 |
| Kinecta Financial & Insurance Services | Westlake Village | CA | 01/2019 | 10/2024 |
| Ameriprise Financial Services, Llc | Woodland Hills | CA | 10/2024 | 02/2026 |
| Lpl Financial Llc | Waverly | IA | 02/2026 | Present |
| Trustage | Waverly | IA | 02/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trustage Wealth Management Consulting Services - Investment Related - At Reported Business Location(s) - Start Date: 02/2026 2. 02/2026 - North Valley Family YMCA - Non-Profit Board Member - Not Investment Related - 4 Hrs/Mth - 4 Hrs During Trading - Porter Ranch, CA 91326 - OBA Start Date: 02/19/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-03 |
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