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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-03-25 |
| CA | RA | APPROVED | 2006-01-09 |
Branch Locations
6303 Owensmouth Ave, 10Th Fl, Woodland Hills, CA 91367 • United States
West Hills, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Woodland Hills | CA | 01/2006 | Present |
(1) 11/18/2005: Angeles Retirement Consulting, LLC - Non-Variable Insurance DBA - At Reported Business Location(s) - 20% Time Spent (2) 07/17/2012: Cryztal Prizm - Family Business - Not Investment Related - At Reported Business Location(s) - 5% Time Spent - development company focusing on ecommerce, innovative internet creations and real estate projects. I will be assisting in operations as COO and co-founder. (3) 11/05/2012: Angeles Retirement Consulting, LLC Wealth Management and Retirement Planning - DBA for LPL Business (entity for LPL business) - DBA: ARC, LLC Wealth Management and Retirement Planning - Investment Related - At Reported Business Location(s) (4) 07/29/2014: Century 21 - Mortgage/Real Estate Services - Investment Related - 7511 Fallbrook Ave, West Hills, CA 91307 - Start 07/21/2014 - 4 Hr/Mo; 0 Hour(s) During Securities Trading - Real Estate License
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-01 |
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