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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-31 |
| CA | RA | APPROVED | 2024-06-25 |
Branch Locations
333 University Ave, Ste 200, Sacramento, CA 95825 • 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 | Sacramento | CA | 01/2013 | Present |
| Colverfield Photography | Fair Oaks | CA | 02/2012 | 07/2020 |
1) 2018-08-23 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Mosaic Wealth Solutions - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2018-08-08 - 40hrs/mth - 40hrs/mth during trading 2) 2024-08-26 - none - Real Estate Rental - Y - 9090 Elm Avenue Orangevale California 95662 - 2024-06-25 - 1hrs/mth - 0hrs/mth during trading 3) 2026-05-07 - Andrea Silva - Real Estate Rental - Y - Shingle Springs CA - 2026-05-05 - 1hrs/mth - 1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-23 |
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