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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-27 |
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 |
|---|---|---|---|---|
| Boston University | Boston | MA | 09/2013 | 09/2017 |
| Keenan Financial | Boston | MA | 09/2017 | 12/2017 |
| Lincoln Financial Advisors | Manhattan Beach | CA | 12/2017 | 01/2025 |
| Lpl Financial Llc | Manhattan Beach | CA | 01/2025 | Present |
1.01/27/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name SALIENT WEALTH PLANNING GROUP; Investment Related; at Reported Business Location(s); Start Date 07/02/2024; 160hrs/mth; 8hrs during trading 2.01/08/2026; ABH Wealth Managment; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/07/2026; 160hrs/mth; 100hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
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