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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-07 |
| CA | RA | APPROVED | 2008-12-01 |
Branch Locations
9045 Corbin Ave. Unit 305, Northridge, CA 91324 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Northridge | CA | 11/2008 | Present |
1. 09/08/2010 - DIAMOND WEALTH MGT INC- Business Entity For Tax/Investment Purposes Only-OTHER-S CORP ONLY, DIAMOND WEALTH MGT INC, S CORP FOR TAX PURPOSES ONLY, 0%.-NON INV 2. 10/22/2018 - No Business Name - Investment Related - Home Based & Granada Hills CA 91344 - Real Estate Rental - Started 07/01/2015 - 2 Hours Per Month/0 Hours During Securities Trading - Renting a single family home. 3. 11/11/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/10/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 09/19/2023 - CBS Brokerage - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 09/12/2023 - 1 Hour Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
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