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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-22 |
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
3651 Via Pescador Suite 210, Camarillo, CA 93012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gold Coast Securities, Inc. | Thousand Oaks | CA | 12/2001 | 06/2018 |
| Lpl Financial Llc | Thousand Oaks | CA | 06/2018 | 01/2023 |
| Ameriprise Financial Services, Llc | Westlake Village | CA | 01/2023 | 05/2025 |
| Lpl Financial Llc | Camarillo | CA | 05/2025 | Present |
1. Start Date: 06/20/1996 - Non - Variable Insurance [Fixed Insurance outside of LPL] - Non-Variable Insurance - Investment Related - Westlake Village, CA 91362 - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0 2. Start Date: 05/22/2025 - Bowers Investment Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - Westlake Village, CA 91362 - 160 Hrs/Mth - 6-8 Hrs During Trading. - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-16 |
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