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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-26 |
| TX | RA | APPROVED | 2024-09-26 |
Branch Locations
5 Park Plaza 19Th & 20Th Fls [Lt/Sb/Sg-Rbo], Irvine, CA 92614 • 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 (Formerly: Linsco/Private Ledger Corp.) | Brea | CA | 04/2006 | 09/2024 |
| Kinecta Financial & Insurance Services, Llc | Brea | CA | 04/2006 | 09/2024 |
| Wells Fargo Clearing Services, Llc | Irvine | CA | 09/2024 | Present |
RENTAL PROPERTY (1897); INV RELATED; RIVERSIDE, CA; 100% OWNERSHIP; START DATE 5/10/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY. RENTAL PROPERTY (3431); INV RELATED; RIVERSIDE, CA; 100% OWNERSHIP; START DATE 3/11/2011; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY. RENTAL PROPERTY (3410); INV RELATED; RIVERSIDE, CA; 100% OWNERSHIP; START DATE 7/15/2011; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY. RENTAL PROPERTY (4807); INV RELATED; RIVERSIDE, CA; 100% OWNERSHIP; START DATE 5/6/2011; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-07 |
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