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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-19 |
Branch Locations
1833 N Atlantic Blvd, Pasadena, CA 91030 • United States
2395 Huntington Drive, San Marino, CA 91108 • United States
100 S Garfield, Alhambra, CA 91801 • United States
855 W Valley Blvd, Alhambra, CA 91803 • United States
San Marino, CA • United States
1739 E Colorado Blvd, Pasadena, CA 91106 • United States
1045 W Huntington Dr, Arcadia, CA 91007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Alhambra | CA | 04/2016 | Present |
| Bancwest Investment Services, Inc. | Alhambra | CA | 04/2016 | Present |
| Lpl Financial Llc | San Marino | CA | 07/2023 | Present |
1. 05/19/2023 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-30 |
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