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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2008-06-30 |
Branch Locations
2900 Adams St. Ste A-370, Riverside, CA 92504 • 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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Ontario | CA | 10/2007 | Present |
1.07/13/2010 - NON-VARIABLE INSURANCE - TO BE ABLE TO PRESENT AND SELL TERM LIFE INSURANCE, LONG TERM CARE INSURANCE, FIXED ANNUITIES, AND INDEXED ANNUTIES. 2. 8/2/2017 - No Business Name - Investment Related - Riverside, CA - Real Estate Rental - Started 10/01/2013 - 0 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-15 |
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