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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | San Diego | CA | 05/2024 | 07/2025 |
| The Retirement Group | San Diego | CA | 07/2023 | 05/2024 |
| San Diego State University | San Diego | CA | 08/2020 | 05/2023 |
| Polytechnic High School | Riverside | CA | 08/2016 | 05/2020 |
| Starbucks | Riverside | CA | 05/2022 | 07/2022 |
| Cherry On Top | Riverside | CA | 11/2018 | 11/2019 |
| Ralphs | San Diego | CA | 11/2021 | 03/2022 |
| Vons | Riverside | CA | 11/2019 | 07/2020 |
| Wealth Enhancement Advisory Services | San Diego | CA | 10/2024 | 07/2025 |
| Lpl Financial Llc | San Diego | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-02 |
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