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765 Baywood Drive Suite 147, Petaluma, CA 94954 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| CA | RA | APPROVED | 2023-05-08 |
Branch Locations
765 Baywood Drive Suite 147, Petaluma, CA 94954 • United States
830 School Street Ste. 5, Napa, CA 94559 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 04/2023 |
| Bank Of Marin | Novato | CA | 03/2010 | 04/2019 |
| Lpl Financial Llc | Napa | CA | 04/2023 | Present |
| Allpoint Financial Group | Napa | CA | 04/2023 | Present |
1) 03/13/2023 - AllPoint Financial Group, LLC - DBA for LPL Business (entity for LPL business) - Investment related - Napa, CA 2) 05/30/2023 - AllPoint Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/19/2023 - 30 Hours Per Month/ 30 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through AllPoint Financial Group, LLC., an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 30 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-17 |
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