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222 East Carillo Street Suite 208, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-13 |
Branch Locations
2151 South College Drive Suite 204, Santa Maria, CA 93455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | Santa Maria | CA | 10/2005 | Present |
| Monarch Wealth Strategies | Santa Maria | CA | 09/2018 | 09/2020 |
| Monarch Wealth Strategies | Santa Maria | CA | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-07 |
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