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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-01 |
Branch Locations
2440 W. Shaw Avenue Suite 101, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fresno | CA | 05/2006 | 07/2018 |
| Raymond James Financial Services Advisors, Inc | Fresno | CA | 01/2009 | 07/2018 |
| United Security Bank Financial | Fresno | CA | 11/2007 | 07/2018 |
| Insurance-Non Variable | Fresno | CA | 08/2012 | 07/2018 |
| The Asa Group | Fresno | CA | 03/2013 | 07/2018 |
| United Security Bank | Fresno | CA | 11/2007 | 07/2018 |
| Unemployed | Clovis | CA | 07/2018 | 08/2018 |
| First Allied Advisory Services, Inc | San Diego | CA | 08/2018 | 11/2020 |
| First Allied Securities, Inc | San Diego | CA | 08/2018 | 01/2024 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 01/2024 |
| Cetera Advisors | St. Cloud | MN | 01/2024 | 04/2024 |
| Linker Financial Group | Fresno | CA | 12/2023 | Present |
| Healthcare Resource Services | Fresno | CA | 12/2023 | 04/2024 |
| Lpl Financial Llc | Fresno | CA | 04/2024 | Present |
1) 03/13/2024 - LINKER FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 03/13/2024 - INSURANCE SALES - INSURANCE SALES - Selling Non Variable Insurance to friends and family only - CA 93711 - Investment related - 3 Hours per month - Start date: 01/02/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-07 |
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