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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-03 |
Branch Locations
1794 South Victoria Ave Ste B, Ventura, CA 93003 • 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 |
|---|---|---|---|---|
| New York Life Insurance | Woodland Hills | CA | 11/2008 | 01/2020 |
| Nylife Securities Llc | Woodland Hills | CA | 12/2008 | 01/2020 |
| American United Life | Valencia | CA | 10/2019 | 02/2023 |
| Oneamerica Securities | Valencia | CA | 02/2020 | 02/2023 |
| Cetera Advisors Llc | St Cloud | MN | 02/2023 | 11/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 11/2024 |
| Unemployed | Castaic | CA | 12/2024 | 02/2025 |
| Equitable Advisors, Llc | New York City | NY | 03/2025 | 06/2026 |
| Premier America Cu | Ventura | CA | 07/2026 | Present |
| Lpl Financial Llc | Ventura | CA | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Premier America Wealth Management Group - Investment Related - At Reported Business Location(s) - Start Date: 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-15 |
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