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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
3020 Old Ranch Parkway Suite 300, Seal Beach, CA 90740 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2017 | 11/2025 |
| N/A | N/A | CA | 06/2016 | 11/2016 |
| Lyft | Irvine | CA | 11/2016 | 01/2017 |
| Lpl Financial Llc | Seal Beach | CA | 11/2025 | Present |
1. 11/2025 - Golden Horizon Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 130 Hrs During Trading - Seal Beach, CA 90740 - OBA Start Date: 11/12/2025 2. 02/05/2026 - Golden Horizon Wealth LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 01/02/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
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