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Lsl Financial Services, LLC CRD 300221
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
San Juan Capistrano, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ells Cpa'S And Business Advisors | Santa Ana | CA | 04/1984 | 01/2018 |
| Lsl Financial Services, Llc | San Juan Capistrano | CA | 10/2018 | Present |
| Lsl Financial Services, Llc | San Juan Capistrano | CA | 03/2019 | Present |
| Lance, Soll & Lunghard, Llp | Santa Ana | CA | 01/2018 | Present |
| Ells Financial Services Llc | Santa Ana | CA | 11/2015 | 07/2019 |
LANCE, SOLL & LUNGHARD, LLP - 1611 E FOURTH ST, STE. 200, SANTA ANA, CA 92701-5117. PRINCIPAL-CPA; PUBLIC ACCOUNTING FIRM; START DATE 1/1/2018; 200 HOURS PER MONTH ALL DURING TRADING HOURS; CPA BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-16 |
| S66 | Uniform Combined State Law Examination | 2001-12-12 |
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