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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-11 |
| TX | RA | APPROVED_RES | 2024-06-11 |
Branch Locations
5905 Granite Lake Drive Suite 110, Granite Bay, CA 95746 • United States
5905 Granite Lake Dr #110, Granite Bay, CA 95746 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 01/2007 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 06/2024 |
| Cetera Advisors Llc | Granite Bay | CA | 09/2022 | 06/2024 |
| Lpl Financial Llc | Granite Bay | CA | 06/2024 | Present |
1. 04/30/2024 - Steele Financial Partners - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 7/1/2017 - 144 hrs/Mo; 6 Hrs During Trading. 2. 04/30/2024 - Steele Family Trust - Inv Related - Loomis, CA - Real Estate Rental - Started: 5/20/2015 - 2% of Time Spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-23 |
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