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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-08
  • CA RA
    APPROVED
    Since 2025-08-08

Branch Locations

3090 Bristol St Ste 400, Costa Mesa, CA 92626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2024 → 10/2024
    Cypress, CA
  • 04/2014 → 05/2018
    Full Time Student
    Cypress, CA
  • 08/2018 → 10/2024
    Cypress, CA
  • 10/2024 → 07/2025
    Mst Financial
    Irvine, CA
  • 07/2025 → Present
    Karam Wealth Advisors
    Huntington Beach, CA
  • 07/2025 → Present
    Lpl Financial
    Huntington Beach, CA
Previous Registrations
Other Businesses

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)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-21
S65 Uniform Investment Adviser Law Examination 2024-04-08
  • S63 Uniform Securities Agent State Law Examination
    2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2024-04-08

View on SEC IAPD

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