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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-16 |
| CA | RA | APPROVED | 2015-03-12 |
Branch Locations
1320 Willow Pass Rd, Ste 600, Concord, CA 94520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saylor Insurance & Financial Services | Concord | CA | 09/1999 | Present |
| Lpl Financial, Llc | Concord | CA | 03/2015 | Present |
1. 03/11/2015 - SAYLOR INSURANCE & FINANCIAL SERVICES/ DBA ONLY/ 100%/ ALAMO, CA 2. 03/11/2015 - SAYLOR FINANCIAL SERVICES, LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ 1%/ ALAMO, CA 3. 03/11/2015 - SAYLOR INSURANCE AND FINANCIAL SERVICES/ SALE OF NON-VARIABLE INSURANCE/ 2%/ ALAMO, CA 4. 6/23/2021 - Credit Risk Management, LLC - Investment Related - At Reported Business Location(s) - Property and Casualty - Start Date: 6/18/2021 - 3 Hours Per Month/1 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-06 |
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