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254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-14 |
Branch Locations
12975 Brookprinter Place Suite 130, Poway, CA 92064 • United States
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2014 | 03/2024 |
| Golden State Wealth Mangement | South Coast Metro | CA | 03/2024 | 03/2024 |
| Lpl Financial Llc | Ramona | CA | 03/2024 | Present |
1) 03/2024 - GOLDEN STATE WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 03/2024 - SOLARIS WEALTH MANAGMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 03/26/2024 - GOLDEN STATE WEALTH MANAGEMENT LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 3/13/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services thru Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.The firm is separate from and independent of LPL Financial. 4) 03/26/2024 - SOLARIS WEALTH MANAGMENT - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 3/18/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services thru Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-14 |
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