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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-13 |
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
5463 H Street, Sacramento, CA 95819 • United States
Sacramento, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 11/2016 | 02/2022 |
| Unemployed | Sacramento | CA | 10/2010 | 11/2016 |
| Bank Of America, N.A. | Sacramento | CA | 06/2017 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Sacramento | CA | 02/2022 | 02/2026 |
| Unemployed | Sacramento | CA | 02/2026 | 05/2026 |
| Haskin Private Wealth Advisors | Sacramento | CA | 05/2026 | Present |
| Lpl Financial | Sacramento | CA | 05/2026 | Present |
1. 05/2026 - Haskin Private Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-19 |
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