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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-11-29 |
| CA | RA | APPROVED | 2017-11-29 |
Branch Locations
200 N Maryland Ave Ste 203, Glendale, CA 91206-4274 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilson Financial Group | Glendale | CA | 01/2005 | Present |
| National Planning Corporation | Glendale | CA | 12/2008 | 11/2017 |
| Lpl Financial Llc | Glendale | CA | 11/2017 | Present |
1. 9/27/2018 - Gilson Financial Group - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 01/01/04 - 30 Hours Per Month/10 Hours During Securities Trading - Tax preparation. 2. 11/19/2018 - No Business Name - Not Investment Related - 5800 Fulton Ave, Valley Glen CA 91401 - Other-Teaching - Accounting Instructor - Started 09/05/2016 - 100 Hours Per Month/2 Hours During Securities Trading - Teach at LA Valley Community College.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-30 |
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