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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-02-14 |
Branch Locations
27918 Franklin Pkway, Valencia, CA 91355 • United States
180 S Lake Ave, Pasadena, CA 91101 • United States
120 S. Franklin Ave, Valley Stream, NY 11580 • United States
24003 Newhall Ranch Road, Santa Clarita, CA 91355 • United States
100 N. 1St Street, Burbank, CA 91505 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Investors Capital Corp | Lynnfield | MA | 02/2014 | 10/2016 |
| Cetera Advisors Llc | Denver | CO | 10/2016 | 04/2017 |
| Invest Financial Corp | Tampa | FL | 05/2017 | 02/2018 |
| Logix Fcu | Burbank | CA | 04/2017 | Present |
| Lpl Financial Llc | Burbank | CA | 02/2018 | Present |
1. 02/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date 4/1/2015 - 10 Hours Per Month/5 Hours During Securities Trading - Life, LTC, Health, Medicare. 3. 02/14/2018 - Logix Federal Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Financial Consultant - Start Date 05/2017.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-31 |
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