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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CA | RA | APPROVED | 2018-02-05 |
Branch Locations
8325 University Avenue, La Mesa, CA 91942 • United States
380 South Melrose Drive Suite 110, Vista, CA 92081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | La Mesa | CA | 12/2001 | Present |
| Lipman Westburg Inc. | Del Mar | CA | 01/2007 | Present |
| Lpl Financial, Llc | La Mesa | CA | 07/2014 | 02/2018 |
| Good Life Advisors, Llc | La Mesa | CA | 07/2014 | 02/2018 |
| Ls Investment Planning | La Mesa | CA | 07/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2018 | Present |
1. 50% Owner, Lipman-Westburg Inc, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 01/31/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 01/31/2018; Approximately 1% Time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-20 |
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