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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
4605 Lankershim Blvd Ste 250, North Hollywood, CA 91602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon Fresh | Westlake Village | CA | 07/2022 | 09/2022 |
| Wai & Connor Llp. | Westlake Village | CA | 04/2016 | 05/2022 |
| Assetio Wealth Managment | North Hollywood | CA | 02/2024 | 07/2024 |
| Wai & Connor Llp. | Westlake Village | CA | 12/2022 | 02/2024 |
| Lpl Financial Llc | North Hollywood | CA | 01/2024 | Present |
1 - 07/17/2024 - Assetio Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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