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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
900 E Hamilton Ave Ste 230, Campbell, CA 95008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Campbell | CA | 11/1988 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | San Jose | CA | 01/1989 | 07/2021 |
| Marquez & Hsieh, Llc | Campbell | CA | 01/2015 | 07/2021 |
| Cheryl L Marquez Inc | Campbell | CA | 10/2015 | 07/2021 |
| Monterey Zoo | Salinas | CA | 04/2018 | 07/2021 |
| Lpl Financial Llc | Campbell | CA | 07/2021 | Present |
1) 2015 - Business Entity For Tax/Investment Purposes Only - Marquez & Hsieh, LLC - Not Investment Related - Campbell CA, 95008 2) 2016 - Business Entity For Tax/Investment Purposes Only - Cheryl L Marquez, Inc - Not Investment Related - Campbell CA, 95008 3) 7/2019 - DBA for LPL Business (entity for LPL business) - Cairn Wealth Advisors - Investment Related - Campbell CA, 95008 4) 05/24/2023 - Cairn Wealth Advisors/ Marquez & Hsieh, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 05/01/2023 - 0 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-11 |
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