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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-03 |
| CA | RA | APPROVED | 2011-09-06 |
Branch Locations
63 Natoma St, Ste 170, Folsom, CA 95630-7304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Folsom | CA | 08/2011 | Present |
(1) 01/13/2014: Barretta Wealth Management, Inc. - Non-Variable Insurance DBA - DBA: Barretta Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - 100% Time Spent - Life, Disability, LTC, Fixed Annuities (2) 01/27/2014: Barretta Wealth Management, Inc. - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 20% Time Spent - Life, Disability, LTC, Fixed Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-02 |
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