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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-29 |
Branch Locations
24318 Hemlock Avenue, C2, Moreno Valley, CA 92557 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eufare, Inc. | Moreno Valley | CA | 04/1989 | Present |
| Watson Tax Service | Moreno Valley | CA | 10/1993 | Present |
| National Planning Corporation | Moreno Valley | CA | 06/2007 | 11/2017 |
| Lpl Financial Llc | Moreno Valley | CA | 11/2017 | Present |
1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - (Life & Health) - start date 2001 - 2 hours per month. 2. 11/29/2017 - Watson Tax & Financial Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner and Tax Preparer - start date 1989 - 80% time spent per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-10 |
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