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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-09-08 |
| TX | RA | APPROVED_RES | 2009-09-08 |
Branch Locations
25375 Orchard Village Road #105, Valencia, CA 91355 • United States
11260 Wilbur Ave, Suite 105, Northridge, CA 91326 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Valencia | CA | 09/2009 | Present |
1. 01/26/2010 - MCKEE LAW OFFICES - NOT INV REL - LEGAL SERVICES - 50% TIME SPENT - I AM AN ATTORNEY, ADMITTED TO THE CALIFORNIA STATE BAR IN 1974, LICENSE 2. 04/09/2010 - NO BUSINESS NAME - INV REL - ACT IN A FIDUCIARY CAPACITY - 1% TIME SPENT - ANITA FARNSWORTH - MY AUNT WHO IS 86 YEARS OLD 3. 11/10/2010 - MCKEE FINANCIAL SERVICES - TAX DBA - 20% TIME SPENT -TAX PREPARATION FOR ALL ENTITIES, E.G., INDIVIDUALS, ESTATES, CORPORATIONS, ETC. 4. 09/15/2011 - MCKEE LAW OFFICES - INV REL - ACT IN A FIDUCIARY CAPACITY - 2% TIME SPENT - BENEFICIARIES OF TWO IRREVOCABLE TRUSTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
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