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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2023-05-17 |
| CA | RA | APPROVED | 2019-12-04 |
Branch Locations
9440 S Santa Monica Blvd #301, Beverly Hills, CA 90210 • United States
11622 El Camino Real Ste 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sag Actor | Hollywood | CA | 10/2010 | Present |
| Valic Financial Advisors | Orange | CA | 08/2015 | 12/2019 |
| Lpl Financial, Llc | Beverly Hills | CA | 12/2019 | Present |
1. 12/3/2019 - No Business Name - Not Investment Related - Home Based - Outside/W-2 Employment - Actor - Started 2010 - 2 Hours Per Month - Time Spent 5%. 2. 08/03/2021 - Kevins7 - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/20/2021 - 40 Hours Per Month/5 Hours During Securities Trading. 3. 12/27/2021 - Beverly Hills City Council - Not Investment Related - At Reported Business Location(s) - Non-Profit Board Member - Candidate - Start Date: 01/01/2022 - 50 Hours Per Month/0 Hours During Securities Trading - Beverly Hills City Council Member Candidate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-27 |
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