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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
Branch Locations
455 Buena Vista Ave, San Luis Obispo, CA 93405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | San Luis Obispo | CA | 01/2000 | 07/2025 |
| Lpl Financial Llc | San Luis Obispo | CA | 07/2025 | Present |
1) 07/10/2025-Marie Caldera-Agent/Owner-Non-Variable Insurance-Inv related-At San Luis Obispo, CA-Start date 05/07/2025-87hrs/mth-87hrs/mth during trading 2) 07/10/2025-Marie Caldera-Owner-Real Estate Rental-Inv related-At San Luis Obispo, CA-Start date 05/07/2025-4hrs/mth-0hrs/mth during trading 3) 07/10/2025- Marie Caldera Insurance Services-Agent/owner-Non-Variable Insurance-Inv related-At San Luis Obispo, CA-Start date 04/01/1992-100hrs/mth-10hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-01 |
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