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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-10 |
| CA | RA | APPROVED | 2026-01-26 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
12792 Valley View St., Suite G,, Garden Grove, CA 92845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Laguna Hills | CA | 01/2017 | 05/2017 |
| World Financial Group, Inc. | Brea | CA | 04/2016 | 08/2025 |
| Timothy J Rodney Ea | Garden Grove | CA | 01/2006 | 01/2026 |
| Transamerica Financial Advisors, Inc | Brea | CA | 10/2019 | 08/2025 |
| Lowes | Huntington Beach | CA | 07/2016 | 04/2019 |
| Lpl Financial Llc | Garden Grove | CA | 01/2026 | Present |
1. 01/2026 - Timothy Rodney - Non-Variable Insurance - Investment related - Garden Grove CA 92845 - 10 Hrs/Mth - 02 Hrs During Trading. - OBA start date: 12/24/2025 2. 01/2026 - T. Rodney EA - Tax Prep/Accounting/CPA - Investment related - Garden Grove CA 92845 - 11 Hrs/Mth - 03 Hrs During Trading. - OBA start date: 02/01/2006 3. 01/2026 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading. - OBA start date: 01/26/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-07 |
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