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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2023-07-24 |
Branch Locations
4141 B Street Suite 408, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kpmg Llp | Anchorage | AK | 09/2015 | 04/2018 |
| Training Consultants Study Program | Anchorage | AK | 05/2018 | 08/2018 |
| Valic Financial Advisors, Inc. | Anchorage | AK | 08/2018 | 10/2021 |
| Lincoln Financial Securities | Burlingame | CA | 10/2021 | Present |
| Lpl Financial Llc | Anchorage | AK | 06/2023 | Present |
1) 06/15/2023 - ALPENGLOW FINANCIAL LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 10 Hours per month. 2) 02/03/2025 - Pacific Wealth Management Group - Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) -Start Date:01/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-26 |
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