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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| CA | RA | APPROVED | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Financial Services, Llc | San Mateo | CA | 07/2019 | 08/2020 |
| Lincoln Financial Advisors Corporation | Sacramento | CA | 06/2022 | 01/2023 |
| Tiaa | Sebastopol | CA | 02/2023 | 03/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Sebastopol | CA | 02/2023 | 03/2025 |
| Christopher Arnold Insurance Agency | Bodega Bay | CA | 01/2006 | 03/2023 |
| Redwood Credit Uion | Santa Rosa | CA | 06/2025 | Present |
| Lpl Financial Llc | Santa Rosa | CA | 06/2025 | Present |
| Unemployed | Sebastopol | CA | 03/2025 | 06/2025 |
1. Start Date: 06/23/2025 - Redwood Credit Union - Financial Institution Duty - Investment Related - Santa Rosa, CA 95401 - 110 Hrs/Mth - 5.5 Hrs During Trading - Time Spent: 100 2. Start Date: 06/23/2025 - Redwood Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0 3. Start Date: 01/15/2025 - Ravetti Properties LLC - Real Estate Rental - Investment Related - San Francisco, CA 94111 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-13 |
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