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Grant Edward Holliday

LPl Financial LLC

Lake Almanor, CA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2004-05-27
  • CA RA
    APPROVED
    Since 2004-05-27

Branch Locations

Lake Almanor, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) Yorba Linda CA 05/2004 Present
  • 05/2004 → Present
    Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
    Yorba Linda, CA
Previous Registrations
  • 2001-11-26 → 2004-05-28
    Waddell & Reed
    Brea, CA
Other Businesses

1. 6/7/2004 - NON-VARIABLE INSURANCE - FIXED INSURANCE - LAKE ALMANOR, CA. 2. 8/6/2005 - DBA ONLY - HOLLIDAY INVESTMENT MANAGEMENT - LAKE ALMANOR, CA. 3. 9/24/2009 - NON-VARIABLE INSURANCE DBA - HOLLIDAY INVESTMENT MANAGEMENT, INC. - FIXED INSURANCE - TIME SPENT 1% - LAKE ALMANOR, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-15
  • S66 Uniform Combined State Law Examination
    2001-11-15

View on SEC IAPD

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