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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
500 La Gonda Way Ste 280, Danville, CA 94526 • 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 |
|---|---|---|---|---|
| Hall Equities Group | Walnut Creek | CA | 06/2010 | 05/2019 |
| Mill Creek Builders | Martinez | CA | 05/2019 | 04/2020 |
| Hall Equities Group | Walnut Creek | CA | 08/2020 | 12/2022 |
| Ginsberg Financial Services | Walnut Creek | CA | 02/2024 | 08/2024 |
| Calbay Invesments | Danville | CA | 05/2025 | Present |
| Self | Concord | CA | 12/2022 | 02/2024 |
| Unemployed | Concord | CA | 04/2020 | 08/2020 |
| Unemployed | Concord | CA | 08/2024 | 05/2025 |
| Lpl Financial Llc | Danville | CA | 05/2025 | Present |
1 - 06/2025 - CalBay Investments - DBA for LPL Business (entity for LPL business) - Inv Related - 120 Hours/Month - 6 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-30 |
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