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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-17 |
Branch Locations
701 S Parker St Ste 6400 Suite 530, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iof Forsters | Riverside | CA | 10/2003 | 09/2018 |
| Foresters Equity Services | Riverside | CA | 10/2003 | 09/2018 |
| Crown Capital Securities, Lp | Orange | CA | 09/2018 | Present |
| Lpl Financial Llc | Orange | CA | 04/2024 | Present |
START DATE 2002, I DEVOTE 10 HRS/MO TO INSURANCE SALES AS AGENT/INDEPENDENT CONTRACTOR. THIS IS NON-INVESTMENT RELATED. BUSINESS LOCATION: 40543 CALLE MEDUSA TEMECULA CA 92591.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-18 |
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