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5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-05 |
| TX | RA | APPROVED | 2023-10-05 |
Branch Locations
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA 95762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2007 | 09/2023 |
| Lwm Advisors, Inc. | El Dorado Hills | CA | 10/2023 | Present |
1) Executive Style Boat Club, Inc., El Dorado Hills, CA. Since 08/31/07. Boat club providing boat storage, maintenance and others services, use of club watersports gear. 10 Hrs/Month, 0 Hrs/Month during trade hours. 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3) PBK ENTERPRISES, LLC, El Dorado Hills, CA. Since 03/01/2023. Owner, Real Estate, NIR, 5 Hrs/Month, 0 Hrs/Month during trade hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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