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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-03 |
| CA | RA | APPROVED | 2019-09-17 |
Branch Locations
2210 Encinitas Blvd. Ste. C, Encinitas, CA 92024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ep Wealth Advisors, Inc. | Torrance | CA | 01/2016 | 07/2019 |
| Lpl Financial, Llc | Dublin | CA | 08/2019 | Present |
1. 8/8/2019 - LIFETIME FINANCIAL ADVISORS, INC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 5/7/2021 - Hometown Capital - Not Investment Related - 2315 Cutting Blvd #A Richmond, CA 94804 - Outside/W-2 Employment - Chief Financial Officer - Start Date: 7/1/2020 - 24 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-17 |
| S66 | Uniform Combined State Law Examination | 2005-12-14 |
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