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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED | 2024-05-09 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
75-1000 Henry St # 200, Kailua-Kona, HI 96740 • United States
75-1000 Henry St #200, Kailua-Kona, HI 96740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anderson Wealth Planning, Inc. | Kailua Kona | HI | 09/2017 | 01/2019 |
| Shorebreak Church | Kailua Kona | HI | 12/2013 | 09/2017 |
| University Of Hawaii | Kailua Kona | HI | 08/2014 | 12/2016 |
| Securities America, Inc. | Kailua Kona | HI | 01/2019 | 05/2024 |
| Lpl Financial Llc | Kailua Kona | HI | 05/2024 | Present |
1. 04/23/2024- PACIFIC RENTAL PROPERTIES LLC- Real Estate Rental- Inv Rel- HI 96740- 4 hrs per month- start date 02/08/2022 2. 04/23/2024- ANDERSON WEALTH PLANNING- DBA for LPL Business (entity for LPL business)- Inv Rel- 3. 04/23/2024- Pacific Wealth Planning LLC- Business Entity For Tax/Investment Purposes Only- Non Inv Rel- HI 96740- start date 09/11/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-12 |
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