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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-21 |
| CA | RA | APPROVED | 2016-08-16 |
Branch Locations
701 South China Lake Blvd., Ridgecrest, CA 93555 • United States
27055 Twenty Mule Team Rd, Boron, CA 93516 • United States
775 S. Tucker Rd, Tehachapi, CA 93561 • United States
9601 California City Blvd, California City, CA 93504 • United States
44 Big Blue Rd, Kernville, CA 93238 • United States
5946 Lake Isabella Blvd, Lake Isabella, CA 93240 • United States
6501 Ming Ave., Bakersfield, CA 93309 • United States
462 N. Main St., Bishop, CA 93515 • United States
111 W Mountain View St, Lone Pine, CA 93545 • United States
11211 River Run Blvd., Bakersfield, CA 93311 • United States
Bakersfield, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bakersfield | CA | 03/2016 | Present |
| Altaone Federal Credit Union | Bakersfield | CA | 03/2016 | Present |
1. 3/28/2016 - AltaOne Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 12/8/2020 - AltaOne Federal Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Program Manager - Started 10/01/2020 - 10 Hours Per Month During Securities Trading. 3. 07/24/2023 - Prime Portfolio Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 09/01/2023 - 40 Hours Per Month/ 0 Hours During Trading 4. 09/07/2023 - BackNine Insurance - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 08/31/2023 - 10 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
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