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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-04 |
| TX | RA | APPROVED_RES | 2023-10-04 |
Branch Locations
5200 N Palm Ave., Ste 403, Fresno, CA 93704 • United States
Clovis, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fresno | CA | 05/2017 | 10/2023 |
| New Covenant Community Church | Fresno | CA | 10/2010 | 07/2017 |
| Bank Of America, N.A. | Fresno | CA | 07/2017 | 10/2023 |
| Lpl Financial Llc | Fresno | CA | 10/2023 | Present |
1) 08/13/2024 - EYE Q VISION CARE - Outside/W-2 Employment - Admin Role - Not Investment Related - 7075 N SHARON AVE FRESNO, CA 93720 - Start Date 2022 - 40 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-22 |
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