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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED_RES | 2025-09-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
368 E Yosemite Ave Ste 200, Merced, CA 95340 • United States
368 E Yosemite Ave Suite 200, Merced, CA 95340 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Merced | CA | 07/2000 | 09/2025 |
| Lpl Financial Llc | Merced | CA | 09/2025 | Present |
1) 2026-04-20 - Big D Properties, LLC - Business Entity For Tax/Investment Purposes Only - N - 4 - 0 - at reported business location(s) - 2026-04-10 - We are creating an LLC to purchase a commercial building. We will have a property manager so we will act as owners of the building. 2) 2025-09-03 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Decorum Wealth Management - DBA for LPL Business (entity for LPL business) - Y - 160 - - at reported business location(s) - 2025-08-08 - 3) 2025-09-03 - Head Football Coach - Chowchilla High School - Coach/Sports/Fitness - N - 10 - 0 - at reported business location(s) - 2025-08-08 - 4) 2025-09-03 - A&P Families LLC (Shirt Shack) - Business Owner - N - 0 - 0 - at reported business location(s) - 2025-08-08 - 5) 2025-09-03 - PMT, LLC IDAHO - Real Estate Rental - Y - 0 - 0 - 1470 Hwy 95, Welser, ID 83672 - 2025-08-08 - 6) 2025-09-03 - Chowchilla Athletic Foundation - Non-Profit Board Member - N - 2 - 0 - Po Box 755, Chowchilla, CA 93610 - 2025-08-08 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-29 |
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