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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-07 |
Branch Locations
39580 Washington Street, Palm Desert, CA 92211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 10/2013 | 08/2020 |
| Wells Fargo Clearing Services, Llc | Palm Desert | CA | 03/2021 | 02/2022 |
| Wells Fargo Bank, Na | Palm Desert | CA | 03/2021 | 02/2022 |
| Unemployed | Indio | CA | 08/2020 | 03/2021 |
| Citigroup | Palm Desert | CA | 02/2022 | 07/2025 |
| California Bank & Trust | Palm Desert | CA | 07/2025 | Present |
| Lpl Financial | Palm Desert | CA | 10/2025 | Present |
1. 10/07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CB&T Wealth Advisors - - Inv Rel - At Reported Business Location (s) - Start Date: 10/2025 2. 10/2025 - CALIFORNIA BANK AND TRUST - Financial Institution Duty - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Palm Desert , CA, 92211 - OBA Start Date: 07/28/2025 3. 12/01/2025 - California Bank & Trust - Notary - Investment Related - At Reported Business Location(s) - Start Date 10/17/2025 - 2 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-08 |
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