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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-08 |
Branch Locations
3090 Bristol St Ste 400, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivanoff Wealth Management Inc. | Cypress | CA | 04/2024 | 10/2024 |
| Full Time Student | Cypress | CA | 04/2014 | 05/2018 |
| Ivanoff Wealth Management Inc | Cypress | CA | 08/2018 | 10/2024 |
| Mst Financial | Irvine | CA | 10/2024 | 07/2025 |
| Karam Wealth Advisors | Huntington Beach | CA | 07/2025 | Present |
| Lpl Financial | Huntington Beach | CA | 07/2025 | Present |
07/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Karam Wealth Advisors Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
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