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2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-14 |
| CA | RA | APPROVED | 2012-09-13 |
Branch Locations
2210 Encinitas Blvd Ste C, Encinitas, CA 92024-4359 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-01 |
| CA | RA | APPROVED | 2012-06-14 |
Branch Locations
2210 Encinitas Blvd. Ste. C, Encinitas, CA 92024 • United States
Carlsbad, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 01/2012 | Present |
| Lifetime Financial Advisors, Inc. | Encinitas | CA | 04/2014 | Present |
1. 9/15/2008 - REGISTERED INVESTMENT ADVISOR - LIFETIME FINANCIAL ADVISORS, INC. - ENCINITAS, CA. 2. 9/5/2012 - DBA ONLY - LIFETIME FINANCIAL ADVISORS, INC. - ENCINITAS, CA 3. 4/22/2024 - Policy Genius - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 1/8/2024 - 5 Hrs/Mo During Trading. 4) 02/24/2025 - North American Company - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/18/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-06 |
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