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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
16789 Bernardo Center Dr, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krvaric Capital | San Diego | CA | 11/2007 | Present |
| Woodbury Financial Services, Inc | San Diego | CA | 12/2011 | 01/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 01/2024 | 03/2025 |
| Lpl Financial Llc | San Diego | CA | 03/2025 | Present |
1) 01/2025 - KRVARIC CAPITAL & RISK MANAGEMENT / Non-Variable Insurance / Inv Related / SAN DIEGO, CA 92127 / Start date 09/15/2007 - 1 Hrs per month - 5 % Time Spent 2) 01/2025 - KRVARIC CAPITAL & RISK MANAGEMENT / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 160 Hrs per month - 100% Time Spent 3) 01/2025 - Real Estate Rental / Inv Related / SAN DIEGO, CA 92128 / Start date 01/01/2004 - 1 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-20 |
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