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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redwood Middle School | Napa | CA | 08/2015 | 06/2017 |
| Vintage High School | Napa | CA | 08/2017 | 06/2020 |
| Red Hen | Napa | CA | 06/2018 | 08/2018 |
| Nekter Juice Bar | Napa | CA | 08/2019 | 04/2022 |
| Whole Foods Market | Napa | CA | 08/2020 | 03/2021 |
| Napa Valley College | Napa | CA | 01/2021 | 06/2023 |
| Redwood Credit Union | Napa | CA | 06/2022 | Present |
| Lpl Financial Llc | Napa | CA | 09/2024 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Redwood Wealth Management - Investment Related - At Reported Business Location (s) - Start Date : 08/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-11 |
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