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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-19 |
| TX | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2017 | 01/2021 |
| Unemployed | San Diego | CA | 06/2014 | 05/2017 |
| Lpl Financial Llc | San Diego | CA | 03/2021 | Present |
1) 03/16/2021 - Inlight Intuitive Wisdom-Lili of the Valley - Energy Healing - Non-Inv Rel - San Diego, CA - Start: 09/2016 - 2 Hr/Mth 2) 09/13/2023 - Rurup Wealth Management Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/22/2021 - 200 Hours Per Month/173 Hours During Securities Trading. 3) 02/18/2026 - Rurup Wealth Management, Inc. DBA Sage & Sovereign Financial Group - Other - Paraplanner services - Not Investment Related - At Reported Business Location(s) - Start Date 02/20/2026 - 52 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-01 |
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