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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-01-24 |
| CA | RA | APPROVED | 2006-12-12 |
Branch Locations
5925 Granite Lake Dr, Ste 130, Granite Bay, CA 95746 • United States
Granite Bay, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | Granite Bay | CA | 12/2006 | Present |
1. 12/12/06 - HEALTH INSURANCE THROUGH HUTCHINSON FINANCIAL / 7575 WOODBOROUGH DR, GRANITE BAY, CA 95746 / 2% OF HOURS 2. 12/12/06 - DISABILITY INSURANCE THROUGH GUARDIAN AND PRINCIPLE / 7575 WOODBOROUGH DR, GRANITE BAY, CA 95746 / 5% OF HOURS 3. 12/12/06 - LIFE INSURANCE THROUGH CPS BROKERAGE / 7575 WOODBOROUGH DR, GRANITE BAY, CA 95746 / 5% OF HOURS 4. 12/12/06 - ANNUITIES THROUGH SENTRY / 7575 WOODBOROUGH DR, GRANITE BAY, CA 95746 / 1% OF HOURS 5. 10/17/07- DBA/ SEBESTA WEALTH MANAGEMENT GROUP. 6. 08/27/2019 - DBA:Envision Wealth Strategies - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:08/21/2019 - 160 hrs/mo - 7 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-28 |
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