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66 Bovet Road Ste. 310, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-03 |
| WA | RA | APPROVED | 2015-11-04 |
| CA | RA | APPROVED | 2010-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Wealth Management, Llc | San Mateo | CA | 02/2010 | Present |
| Lpl Financial Llc | San Mateo | CA | 09/2014 | Present |
1. 04/22/2015: VANTAGE WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - INS TYPES: LIFE, DISABILITY, LONG TERM CARE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-28 |
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