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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-02 |
| TX | RA | APPROVED | 2021-03-02 |
Branch Locations
5955 Granite Lake Dr Ste 120, Granite Bay, CA 95746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 09/2013 | 03/2021 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 09/2013 | 03/2021 |
| Lpl Financial, Llc | Roseville | CA | 03/2021 | Present |
1) 03/2021 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - SNYDER WEALTH MANAGEMENT GROUP, INC - INVESTMENT RELATED - ROSEVILLE, CA 95678 2) 4/21/2021 - U-Core Capital - DBA: U-Core Capital LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/17/2021 - 200 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-22 |
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