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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-14 |
Branch Locations
2998 Douglas Blvd Suite 200, Roseville, CA 95661 • United States
428 1/2 1St Street Suite 203, Woodland, CA 95695 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Folsom | CA | 08/2011 | 07/2022 |
| Charles Schwab Bank Ssb | Folsom | CA | 08/2011 | 07/2022 |
| Cliftonlarsonallen Wealth Advisors, Llc | Sacramento | CA | 08/2022 | 07/2023 |
| Pruco Securities, Llc | Woodland | CA | 11/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Woodland | CA | 11/2023 | Present |
| Unemployed | Granite Bay | CA | 08/2023 | 10/2023 |
| Lpl Enterprise, Llc | Woodland | CA | 11/2024 | Present |
1) 03/13/2025- Zezini Wealth Management- DBA for LPL Business (entity for LPL business)- inv related- at reported business location(s)- start date 03/03/2025- 120hrs/mnth-120hrs during trading 2) 07/08/2025 - Prudential Sponsored Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV Related - At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-02 |
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