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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED_RES | 2025-06-05 |
Branch Locations
1900 S Norfolk St Ste 350, San Mateo, CA 94403 • United States
1900 S. Norfolk St. Suite 350, San Mateo, CA 94403 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Redwood City | CA | 03/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | San Mateo | CA | 03/2020 | 06/2025 |
| Lpl Financial Llc | San Mateo | CA | 06/2025 | Present |
1. Start Date: 06/03/2025 - Balanced Approach Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valle, CA 94546 - 170 Hrs/Mth - 8a-1p Hrs During Trading. - Time Spent: 100 2. Start Date: 06/03/2025 - Balanced Approach Divorce - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 0 Hrs/Mth - 9-5 Hrs During Trading. - Time Spent: 0 3. Start Date: 06/03/2025 - Balanced Approach, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Castro Valley, CA 94546 - 180 Hrs/Mth - 9-5 Hrs During Trading. - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-09 |
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